Our Process
We create strategies that are tailored to your needs and goals. Each portfolio is individually managed and monitored to achieve an outcome suited to your specific objectives, rather than a "one size fits all" approach. Our investment team monitors securities and mutual funds that are suitable for our clients and your personal client representative identifies what securities mix is optimal to accomplish the agreed upon objectives of the portfolio.
When it comes to managing retirement funds, we can work with your retirement plan trustees and structure a plan that meets all applicable legal requirement to ensure that all regulations pertaining to fiduciary duties are properly implemented and continuously abided by.
Our History
Years of experience have prepared us to guide you through your life transitions. Clyde Ford established Fort Washington Financial and Insurance Services, Inc in 2004, after many years in the financial services industry, to pursue his vision of a more client-centric company, as opposed to a product-oriented firm as is often the case in the industry.
The company operates on a fee-only basis and does not charge any commissions. Our financial interests are directly aligned with that of our clients, and we have no financial incentives to recommend any specific investments, which is often the case at national firms. Our investment team has over 100 years in combined experience.