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Ford Investment & Retirement Management
FORD INVESTMENT & RETIREMENT MANAGEMENT LLC is an SEC-registered investment adviser. It manages approximately $2 million in regulatory assets.
Ford Investment & Retirement Management
FORD INVESTMENT & RETIREMENT MANAGEMENT LLC is an SEC-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.
How is the firm compensated?
Per regulatory filings, Ford Investment & Retirement Management operates on a fee-only basis. Plan-level advisory fees are typically asset-based or flat retainer, and individual accounts are billed as a percentage of assets under management.
Who makes the investment decisions?
Calvin Ford serves as President and the named principal on the firm's SEC registration. Public records do not list additional investment committee members or outside sub-advisors, indicating a single-adviser decision structure.
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.
Is Ford Investment & Retirement Management affiliated with any family office or larger financial institution?
No affiliation is documented. The firm operates as an independent registered investment adviser with no known corporate parent, private-equity backer, or multi-family-office structure.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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