Portfolio Management
At Abundance, we take time to know you: your needs, your tax situation, your goals, your life. Working with you, we will leverage that knowledge to develop your individualized portfolio.
Our goal is to protect your wealth
We accomplish this by lessening risk and growing your portfolio, through maximizing risk-adjusted returns and diversified core investments. We take a disciplined approach when managing client money with satellite and tactical positions to take advantage of underpriced and inefficient areas of the market. In normal markets, we seek to make slight shifts to portfolios as we see market conditions change.
Many factors of accumulating and protecting wealth are considered in our investment management approach. We are able to strive to maximize the risk-adjusted total return in client portfolios by considering several factors in addition to investment performance.
How do we form our opinions?
Abundance conducts extensive research on potential investments and makes clear investment decisions through an investment committee, where investment decisions are developed and evaluated.
What is our focus when analyzing investment returns?
Tax, inflation, and expenses must all be considered when analyzing investment returns. We are focused on the entire return at Abundance, employing tax-efficient tactics such as tax loss harvesting, capital gain distribution monitoring, and awareness of tax events caused by trading.
A wide range of private investment opportunities
Taking the time to familiarize ourselves with what’s important to you equips us to not only evaluate your investment opportunities, but to facilitate them upon a mutual agreement of their benefits for your life.
Each investment opportunity is carefully evaluated by the Abundance team. Many of our private investments are focused on commercial and development real estate. Abundance believes that commercial and development real estate is a lucrative area for investment opportunities, aligning well with our experience.
What type of private investment opportunities are offered?
We offer a varied and wide range of private investment opportunities, carefully evaluated by the Abundance team. Many of our private investments are focused on commercial and development real estate. Abundance believes that commercial and development real estate is a lucrative area for investment opportunities, aligning well with our experience.
How will Abundance protect you in your investments?
Private investments are performed with due diligence. As a client, we welcome you to be invested in the deal and exert a level of control in order to represent your interests. Prior to offering the opportunity to you, knowledge of and confidence in the opportunity is required.
Private Investments
Consider Abundance a trustworthy partner in private investments. We’re able to syndicate unique investment possibilities beneficial to your goals, administering investment reporting on those opportunities.