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

A portfolio that has exposure to different sectors, market cap and geography reduces risk. 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

This type of analysis shows the true valuation of a company. Through this approach, investment opportunities in stocks and bonds may be found. 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

These portfolios are comprised of individual securities, not bond mutual funds. A.I. uses fundamental analysis to analyze a bond. This type of analysis looks at the company’s financial statements to determine its health from a credit perspective. The portfolio is laddered to reduce interest rate risk and create income.

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 perform tax minimization strategies at the end of each calendar year for taxable accounts.

Cash management

We offer cash management strategies to maximize yield in this low interest rate environment.