Managing Assets for:
- Individuals & Families
- Trusts & Estates
- Pensions & Profit-Sharing Plans
- Foundations & Endowments
Since 1994, Pineno Levin & Ford Asset management has been providing personalized money management services to individuals, estates, families, foundations, endowments, and both corporate and individual retirement plans. We seek to achieve investment returns that allow our clients to reach their financial goals while managing market risk (volatility).
Customized, individual service is made possible by our high ratio of professionals to clients. Currently, our professionals on average serve fewer than 50 clients each. So our clients can access their advisor at virtually any time with questions about their investments or for advice with financial-related issues. In addition, the firm seeks to manage taxable portfolios to reduce tax consequences and increase after-tax income. After all, what you keep is what counts.
This website provides general information about our services and people, but we encourage you to contact us at 804-288-3772 or 888-297-3772 to answer your specific questions or schedule an in-person meeting.
Please Note: Pineno Levin & Ford does not serve as a law firm, certified public accounting firm, nor an insurance agency. Pineno Levin & Ford does not prepare legal documents or tax returns, nor does it sell insurance products.