The firms client list includes individuals, families, corporations, retirement plans, foundations and endowments. The key to investment success may comprise a mixture of equities, bonds, and cash.
Risk management is an important part of our investment discipline.
Initial meetings with clients establish clearly defined objectives. Regular meetings, in both up and down markets, are scheduled reinforcing or modifying goals as and clients' financial situations change. Communication is an essential part of positive, long-term relationships, and is a cornerstone of Abbot Financial Management service to clients.