With ABMM you have the power of experience and the freedom of choice for strategic portfolio management.
As an advisor you know every client is unique. To serve your needs, we offer best in market programs for all investors. We offer boutique investment management strategies for each investor, regardless of net worth.
Through our private-label mutual fund and advisory services platforms, we manage a series of discretionary Tactical Asset Allocation Strategies, which are available exclusively to ABMM Financial Advisors.
ABMM employs a bottoms-up fundamental screening process for the funds we select. Our selections are not based on indexing, wholesaler relationships or well-known names.
We use a blended benchmark that reflects our strategic asset allocation and provides a more meaningful representation of performance.
We will provide guidance to our advisors for fund selection in retirement plans, asset allocation models for managed accounts and custom portfolio development and case design for clients. We’ll train you on how to communicate these concepts and strategies with the everyday investor.
We give you the freedom to spend your time doing what you do best, and we’ll do everything we can to help you succeed.
ABMM: Succeed with us.