FORDHAM FINANCIAL SERVICES, INC.

Overview

Fordham Financial Services, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on serving individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management and hourly charges, and the firm also performs non-advisory activities as an insurance broker and accountant. Fordham does not position itself as an ESG investor and is not identified as a multi-state or newly formed adviser. Investment activity shows a clear tilt toward private funds and private placements. The adviser reports managing client assets on a discretionary basis, which suggests portfolio decisions are delegated to the firm within agreed mandates. Given the mix of services—financial planning, portfolio management, insurance broking and accounting—the firm appears to combine traditional wealth management with access to private-market vehicles for clients seeking alternatives and less liquid exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices