Managing Assets for:

1. Individuals & Families
2. Trusts & Estates
3. Pensions & Profit-Sharing Plans
4. 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 competitive investment returns with significantly lower-than-average market risk.

With this approach, our clients may experience less volatility in portfolio returns than that of the markets in general, reducing concern and stress. It also means that our clients may be able to include a greater percentage of their assets in equities (stocks), which historically have provided higher returns than alternatives of bonds and cash.

Customized, individual service is made possible by our low ratio of professionals to clients. Currently, our professionals serve fewer than 40 clients each, compared to typical competitors with 50 to 100 clients—or more—per professional. So our clients can access their advisor at virtually any time with questions about their investments or for advice with financial-related issues of all types. 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.