Bowood Partners is the culmination of a family legacy of Investment Professionals, stretching

back for 5 generations. Suzanne Ford’s Great Grandfather, Leanor Fresnel Loree was

the President of the Delaware and Hudson Railroad from 1907 until 1938 when he managed

the investment portfolio of the Railroad’s Retirement Fund. He was for a time, the largest

investor on Wall Street with a portfolio in 1925 of an estimated $600 million. Suzanne’s Grandfather David Collins, was both Loree’s Son-In-Law and his personal stockbroker. His firm was the first through the clearing house in the crash of '29. Suzanne's uncle Loree,  Loree's grandson was a Partner with Kuhn Loeb and  Suzanne made her way to Wall Street in 1984.

At Lehman Brothers, Suzanne Ford served high net worth investors by finding equities that were exceptional investments. She dealt with small and large cap companies, researching all aspects of the company, often interviewing the management personally. She built large positions of these investments among her clients and often was one of the largest holders of any one stock on the street. She traded positions to $10 million at a time and handled portfolio's of up to $10 million. Suzanne also spent a year trading stock options, and over a period of time, traded zero coupon treasury bonds to profit from the fluctuation in interest rates. She was heavily involved with trading corporate bonds for her clients and also found warrants and rights which were interesting and profitable. Suzanne earned the position of Vice President with Lehman Brothers in 1987.

Suzanne returned to her home, Arizona after five years on Wall Street. Retirement planning became the focus for most of her clients and Suzanne offered an asset allocation plan for diversification which also had the added benefit of superior investment selection. Changes in the industry brought her to the most well known discount firm, where she was recruited to serve Private Client, their high net worth investor group. With lower and lower commissions and the emergence of the fee only advisory business, Suzanne saw an opportunity to serve clients in a ethical and straightforward way, as an Investment Advisor. When the industry regulations changed to limit activities of registered representatives to brokerage services only, Suzanne became a Registered Investment Advisor. You can view her registration with FINRA online anytime. (link to ADV) As you will find, after 27 years, Suzanne has a clean record of compliance to all regulatory issues. 

The Advisor Monthly
A monthly investment newsletter featuring macro market analysis, sector analysis, three portfolio's of diversified investment recommendations with pertinent facts, recommended buy range, target sell price, investing tips and updates to past recommendations.

The Investor’s Symposium
Offered 3 times per year, The Investor’s Symposium will afford the individual investor the fundamental knowledge and insights required for long term prosperity!

The Investor’s Website
An interactive website with online access to the latest investment ideas, financial news commentary, and portfolio updates. Webinars and podcasts give our clients the opportunity to have their questions answered, and polish up their Market Knowledge.

Personalized Investment Management
With several packages to choose from, as well as custom plans upon request, we offer the range of services to meet your personal requirements. From monthly phone conferences and active investing advice, to a quarterly tax review or annual income analysis, our services are comprehensive.

Full Spectrum Financial Planning Services
Custom Plans are available from a comprehensive Investment Policy Statement to a Detailed Needs Analysis.

Check out our youtube channel
http://www.youtube.com/bowoodpartners   

Registered Investment Advisor  

Investment Advisory Services offered by Suzanne C. Ford, Registered Investment Advisor with Arizona Corporation Commission.  Bowood Partners is a  registered Trademark  licensed by Bowood Corporation.  Past performance is no assurance of future results. Investment return and market value of an investment will fluctuate. Shares, when sold, may be worth more or less than their original costs. An investor should consider investment objectives, risks, charges and expenses carefully before investing.  The Investor’s Symposium is designed for educational purposes only.  All illustrations and information are provided purely for educational purposes and should not be construed as investment advice.  All Portfolio Recommendations included in the Advisor Monthly are confidential and intended solely for the contracted client’s personal use, and may not be shared with another person without express written consent of Suzanne C. Ford.  Tax Preparation Services are offered by Bowood Corporation dba H&R Block, an affiliated franchise organization.  Tax Coupons may not be honored at non-affiliated H&R Block offices

 POBOX 8906
Surprise AZ  85374
602 799 3887