Bickford Investment Management Services meets the needs of different clients by tailoring services to individual financial goals.
Services include:
- Focusing on client's risk tolerances, we build evidence-based broadly diversified and disciplined solutions that have been shown to work over time and around the world.
- We offer low-cost, fee only (no commission) services. We feel that commission-based advice creates an inherent conflict of interest.
- We like institutional-quality investment options from Dimensional Fund Advisors that are not available to the general public.
My Background:
Joel Bickford has BS & MS Degrees from UC Davis and spent 18 years at Hewlett-Packard/Agilent Technologies where he received seven patents for aerospace and communications test equipment components. With a passion for investment research since graduating from college, he has developed extensive expertise in investment theory and application and retired from engineering in 2002 at age 42. He currently manages assets part-time to help others achieve better financial results. Joel is a Registered Investment Advisor and formed Bickford Investment Management Services in 2003. Joel resides in Sonoma, California with his wife, Julie. He is an avid shotgun clay target shooter who also enjoys cycling and hiking.
