Types of Advisory Services
Abraham FA provides portfolio management (investment supervisory) services through its Investment Advisor Representatives. Abraham FA strives to develop individual portfolios that integrate the long-term investment goals and objectives of its clients while providing attractive risk-adjusted returns. Portfolios may contain securities from multiple asset classes based on macro-economic, fundamental, technical, and sentiment analysis and then allocated and managed relative to each client's risk tolerance.
Some clients may only require advice on a single aspect of the management of their financial resources. For these clients, Abraham FA offers financial plans in a modular format and/or general consulting services that address only those specific areas of concern. These areas may include, but are not limited to, cash flow management, investment planning, retirement planning, college education planning, debt counseling, advice on existing or potential investment products, asset allocation, risk assessment and/or financial decision making/negotiation.
The primary portfolio management methodology is Global Asset Allocation with both strategic and tactical strategies utilized either individually or combined to add further diversification benefits. To further enhance both the risk-management as well as the income derivation of the portfolios, an option overlay strategy is also generally implemented. Index based instruments (Exchange Traded Funds or ETFs and ETF Options) are the primary instruments utilized to achieve our risk-defined allocations. Other types of securities – equities, fixed-income, REITs, MLPs, mutual funds, closed-end funds may also be utilized.
Abraham FA also provides services for managing risk and/or deriving income from concentrated or legacy stock portfolios that clients either do not want to liquidate or may wish to transition over several years, typically for tax reasons. These services usually involve a customized ETF overlay program designed specifically to achieve the client’s objectives.
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