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Ford Investment & Retirement Management
FORD INVESTMENT & RETIREMENT MANAGEMENT LLC is a state-registered investment adviser. It manages approximately $2 million in regulatory assets.
Overview
FORD INVESTMENT & RETIREMENT MANAGEMENT LLC is a state-registered investment adviser. It manages approximately $2 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Spokane
Corporate office
Spokane, WA, United States
Principals
Calvin Ford
President
Sector focus
Frequently asked questions
What services does Ford Investment & Retirement Management specialize in?
The firm focuses on employer-sponsored retirement plans — primarily 401(k) design, fiduciary oversight, and employee education — alongside individual wealth management for retirees. Investment management for individuals emphasizes drawdown sequencing and tax-aware portfolio construction rather than accumulation-phase growth.
Does the firm manage proprietary investment products?
No. Public disclosures indicate the firm constructs portfolios using third-party mutual funds and exchange-traded funds. There are no known proprietary funds, private-label SMAs, or affiliated investment vehicles.
Which geographic market does the firm primarily serve?
The firm's client base is concentrated in the Inland Northwest, specifically the Spokane, Washington, and Coeur d'Alene, Idaho, metropolitan areas. There is no indication of a broader national footprint or additional offices.
What is the firm's fiduciary posture on retirement plans?
The firm acts as an ERISA 3(21) or 3(38) fiduciary for retirement-plan clients under the Investment Advisers Act, meaning it acknowledges a legal duty to act solely in the best interest of plan participants when providing investment advice.
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