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Project Management Professional (PMP)
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CICA
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CVA
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QIAL
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FRM
Financial Risk Manager (FRM)
IA LPA
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CGAP
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CLU
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CAP
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RMA
Retirement Management Advisor (RMA)
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CASL
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CBA/MCBA
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
FPAC
Certified FP&A Professional (FP&A)
CLF
Chartered Leadership Fellow (CLF)

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Ashford Investment Advisors

Daytona Beach,FL

Providing fiduciary advisory services to employer-sponsored retirement savings plans.

Financial Services
2-10 employees

4.5k
386-523-9500

Website

About Company

Ashford Investment Advisors is a Registered Investment Advisor (RIA) based in Daytona Beach, Florida. We are proud to offer our services as a 3(38) Investment Manager. Our unique service model combines the plan governance components of a named fiduciary with the risk transfer benefit of a 3(38) Investment Manager. Visit our website at AshfordPlanReview.com to sign up for our monthly newsletter and learn more about PlanAssure, our exclusive 12-point plan governance process.