Abraham Advisors Portfolio Review Services ensure a portfolio that is properly balanced, tax efficient and provides you with the cash flow you need.
We carefully construct the client portfolio to ensure that it is well diversified in terms of asset mix (stocks, bonds, real estate, cash), geography, and company type (large and small-cap). We regularly re-balance the portfolio with you to ensure that the intended diversification is maintained preventing markets and time from pulling the portfolio out of balance.
We want to make use of all available tax strategies for the investor both when setting up the initial portfolio and over time addressing the ever changing tax rules, new tax strategies, and changes in the asset mix.
We use our 10% Difference Strategy to ensure the maximum amount of funds are available to you at no extra cost should there be a need before the originally scheduled time.