Bickford Investment Management
Services meets the needs of different
clients by tailoring services to
individual needs.
Services include:
• Fully managed investment portfolios on a low-cost, fee only
(no commission) basis. We feel that commission-based advice creates an
inherent conflict of interest. Our only interest is in seeing your assets
grow.
• Access to institutional-quality investments not available to
the general public
Integrity
We will uphold the very highest standards of integrity and honesty and will
not compromise our principles for any reason. Character is as important
as competence in the financial services profession and we intend to be
outstanding at both.
We will be completely truthful and candid with you. We will always act in
your best interest and avoid all possible conflicts of interest between us.
The most obvious conflicts of interest arise through commission-based
compensation, which we do not accept in any form. That is why we
operate on a fee-only basis.
We will uphold the very highest standards of integrity and honesty and will
not compromise our principles for any reason. Character is as important
as competence in the financial services profession and we intend to be
outstanding at both.
We will be completely truthful and candid with you. We will always act in
your best interest and avoid all possible conflicts of interest between us.
The most obvious conflicts of interest arise through commission-based
compensation, which we do not accept in any form. That is why we
operate on a fee-only basis.
My Background
Joel Bickford has BS & MS Degrees from UC Davis and spent 18 years at
Hewlett-Packard/Agilent Technologies where he received six patents
awarded 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 Santa Rosa, California
with his wife, Julie, and two teenage children, Jason and Janet. He is an
avid shotgun clay target shooter and traveler.
Questions to ask of an investment advisor:
• Do you make money from any sources other than the
fees you charge your clients? (No)
• If you are going to manage my account, will you get my
permission every time you buy or sell? (Yes, if desired)
• Has any professional organization, regulatory agency,
or client ever charged you with any ethical breaches? (No)
• Will I always work with you or might I get your partner or a
subordinate? (Always me)
Joel Bickford has BS & MS Degrees from UC Davis and spent 18 years at
Hewlett-Packard/Agilent Technologies where he received six patents
awarded 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 Santa Rosa, California
with his wife, Julie, and two teenage children, Jason and Janet. He is an
avid shotgun clay target shooter and traveler.
Questions to ask of an investment advisor:
• Do you make money from any sources other than the
fees you charge your clients? (No)
• If you are going to manage my account, will you get my
permission every time you buy or sell? (Yes, if desired)
• Has any professional organization, regulatory agency,
or client ever charged you with any ethical breaches? (No)
• Will I always work with you or might I get your partner or a
subordinate? (Always me)
Copyright © 2008, Joel D. Bickford, All Rights Reserved
Updated January 2008 by JFB
Updated January 2008 by JFB
| Bickford Investment Management Services |