# Ford Investment & Retirement Management

Ford Investment & Retirement Management is an Asset Manager based in Spokane, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Spokane, United States
- **Region:** North America
- **Address:** Spokane, WA, United States
- **Assets under management:** Undisclosed
- **Website:** fordinvestment.com

## Regulatory record

- **CRD number:** 315920
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315920

## About

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.

## Sectors

- Wealth Management
- Retirement Planning

## People

- Calvin Ford — President

## 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.

## Related profiles

- [Forestis Financial Analytics](https://altss.com/profile/forestis-financial-analytics-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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