Advisory Services

68578288Whitford Advisory Services’ success stems from three fundamental principles:

    1. Successful wealth accumulation is best achieved by containing the impact of the investable adverse markets, such that the “drawdown” is short and shallow.
      The portfolio is able to compound at higher positive rates of return.


    1. Asset allocation, active risk management and the incorporation of non-traditional investments are instrumental in implementing the first principle.
      The markets are dynamic – no one gets it right all the time. Assets with certain attributes perform better than others at different times.


  1. Develop and execute a program that is designed to achieve the client’s Minimum Acceptable Return.
    Each investor’s needs are unique. Blindly targeting performance relative to a market benchmark is often counterproductive.


The information presented herein is for general information purposes.
This website does not constitute an offer to sell or an offer to buy any securities or a solicitation toward that end. In making any decision to invest, prospective investors should rely solely upon their own independent investigation, including a review of any pertinent documents. Neither Whitford Advisory Services, LLC nor any of its affiliates, employees, or agents are authorized to make any representations or warranties inconsistent with or in addition to those contained in the pertinent documents that relate to any investment. Statements made here are not necessarily complete, and all information contained in this website is subject to updating, completion, revision, amendment and final verification. No representation or warranty (express or implied) is made or can be given with respect to the accuracy or completeness of the information in this website. Investing is speculative and subject to significant risks. There can be no assurance that clients of Whitford Advisory Services, LLC will achieve their investment objective. Investors should have the financial ability and willingness to accept the risks (including the risk of loss of the entire investment) for an indefinite period of time and should consult their financial, tax and accounting advisors regarding the appropriateness of any investments they are considering making through Whitford Advisory Services, LLC. The information contained in this website is as of March 2013, and is subject to change without notice, may not come to pass and does not represent a recommendation or offer of any particular security, strategy or investment.