Why Aber Investments?

Disciplined Investing

Aber Investments creates and adheres to an investment policy statement (IPS) with each client and portfolio. Investing can be emotional at times for individuals. We follow disciplined investing principles blended with behavior finance principles while managing portfolios. This strategy avoids ad-hoc revisions in the IPS as a result of panic or overconfidence in all market conditions. Aber Investments will help you stay on track.

Best Interest

Aber Investments is a truly independent registered investment advisor. We work to the fiduciary standard (in the client’s best interest) at all times. Our fees are not tied to trading costs or the sales of any specific investment product. Securities are selected based solely on basis that it will positively benefit the client’s portfolio.

Diversification

To manage risk, our portfolios are built with strategic exposure across diverse sectors. The equity portfolios hold small, mid and large cap companies through individual stocks, index and mutual funds. Additional diversification is achieved through exposure in international companies.

Fundamental security research

Aber Investments uses fundamental analysis to analyze a company.  This type of analysis looks at the company’s financial statements to determine its health. Analysis would also include looking at the company’s competitive advantages as well as its competitors. Conservative investors, our staff has been trained in the advanced methods of financial analysis through practical work experience, a master’s degree in business administration and knowledge base from the CFA designation.

Custom Fixed Income portfolios

A fixed income portfolio is created with individual bonds and bond mutual funds. Aber Investments will ladder individual bonds so they mature at regular intervals to reduce interest rate risk and create income if needed. 

complete financial picture

Aber Investments can develop your portfolio with your complete financial picture in mind. We are also able to work with your accountants, attorneys, and other financial advisors to ensure that the client’s total financial situation is cohesive and targeted. Aber Investments considers all of the client’s assets in designing the most ideal portfolio for them.

Personalized service

Aber Investments provides customized investment management to fit your personal needs. We consider communication with our clients a top priority. An investment advisor is always available to discuss the client’s financial goals and portfolio.

Tax optimization

We analyze taxable accounts for tax-loss harvesting opportunities, helping you keep more of your investment returns.

Cash management

We research yield-focused solutions to maximize return on capital earmarked for short-term and future expenses.