ASHFORD INVESTMENT ADVISORS

Overview

Ashford Investment Advisors is a small corporate registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses while also providing pension consulting and selection-of-other-advisers services. The firm acts as a capital allocator: it builds client portfolios primarily from public mutual funds and separately managed accounts, and supplements those core exposures with allocations to third‑party external managers when appropriate. Fee arrangements combine a percentage-of-AUM model with hourly charges for consulting or non‑asset-based work. The adviser does not position itself as an active ESG investor. Its regulatory footprint appears concentrated rather than multi‑state, and the firm emphasizes manager selection and due diligence as part of its service set.

Assets & Accounts

Investments & Alternatives

Location & Offices