Investment Management Services
Abunda Financial is a fee-only Registered Investment Adviser.
Our security selection and portfolio development are based upon our own, independent assessment of investment merit. We have no affiliation with any investment bank or corporate finance organization.
Our objective is to maximize long-term total return, consistent with moderate risk, for both our clients’ capital and our own capital. We seek a balance between diversifying to reduce risk and minimizing portfolio turnover, to enhance the tax efficiency of our private client portfolios. Our time horizon is often five years and beyond, and we do not attempt to mirror the next quarter.
There are many different ways to put together a portfolio, depending on the preferences and risk tolerance of the investor.
We provide investment counsel to clients about portfolio management decisions related to a variety of assets such as individual stocks and bonds, mutual funds, 401ks, IRAs and other retirement accounts, stock options, concentrated stock positions, and other publicly traded investments on a non-discretionary basis.
We can advise clients about investment strategies and considerations within the growing niche of Sustainable Investment (Investment strategies that may incorporate selection criteria involving environmental, social and governance practices of an entity.)
We also offer investment management for portfolios of publicly-traded securities on a fully-discretionary basis (i.e., the client authorizes the Firm to make all buy-sell decisions within the portfolio). Discretionary investment services are available for both equity, fixed income and balanced portfolios.
Equity Investment Philosophy
We adhere to the principles of maintaining a long-term investment horizon; individual security selection grounded in the relationship of fundamentals to price; and portfolio diversification. We invest in high-quality companies that have proven expertise, and we buy when these businesses are selling at attractive values. Holdings may be comprised of individual commons stocks, real estate investment trusts (REITs), mutual funds, exchange traded funds (ETFs) and other equity type investments.
We offer individual and organizational clients the opportunity to invest in customized fixed income portfolios which may be comprised of taxable bonds, tax-exempt bonds, or both. Generally, we actively select, monitor and adjust the portfolios on an as-needed basis. Our fixed income portfolio services are available to individuals, trusts, pension plans and non-profit entities. Holdings may be comprised of U.S. treasuries, FDIC-insured certificates of deposit (CDs), tax-exempt municipal bonds, U.S. government agency bonds and other fixed income type investments.
Balanced Portfolio Strategy
A balanced portfolio contains holdings that are balanced between equity and debt (bonds), as well as a cash component in a single portfolio. This leads to the name “balanced portfolio.” A balanced portfolio strategy may encompass multiple client accounts. For holders of these portfolios, we tailor and monitor the overall balance according to the individual preferences and risk tolerance of each client.
Portfolio Manager: Janet L. Campbell, CFA has over 30 years of experience in helping private clients to meet their investment objectives.