Bickford Investment Management Services
Our Mission

Bickford Investment Management Services applies the
latest academic research findings to the intelligent
construction and management of investment portfolios.

We focus on creating widely diversified investment
portfolios with high-expected returns and low risk in order
to optimize our clients' overall risk/reward position.
Copyright © 2021, Joel D. Bickford. All Rights Reserved.

What we offer

Bickford Investment Management Services provides
clients with intelligent investment portfolio construction
and management on a fee-only (no commission) basis.
  • Trustworthy: We offer fee-only services to ensure
    your best interest is our business.   We never
    accept commissions of any sort.

  • High Quality: We use scientifically-constructed
    investment portfolios
(707) 292-9982

Located in the heart of
the Sonoma County
wine country in
Sonoma, CA,
we work with