Results-Driven Financial Advice
Do you need a portfolio that can respond quicker to market conditions?
Are you tired of hearing your advisor say, “Just ride it out”?
Do you believe there is a better way to invest?
Are you frustrated with your current level of returns?
Would you like to have pre-defined exit strategy to limit losses?
Abundance Directional Portfolios
Now Publicly Available
“Directional Portfolios” are designed for a wide array of clients, robust enough to meet the needs of target clients with assets ranging from 1M-10M but they are scalable to relationships outside of that range. “Directional Portfolios” come with a dedicated portfolio manager with specific skills in technical analysis and trading.
Abundance Directional Portfolios
- A portfolio that can be tactically positioned as needed to respond quickly to changing market conditions
- Our best effort to marry the goal of a long-term investor with the sophistication of a trader
- Defined limits on investments in an effort to limit losses
- Portfolios that leverage high quality hedge fund research to provide accurate directional guidance
- For clients who would benefit from having the ability to make changes in their portfolio at a much faster pace and adapt quickly to market changes
- We are committed to continuing our mission of serving you and your legacy and providing investment solutions that help you get where you want to go
- We are committed to portfolio management innovation and increased levels of returns above and beyond the traditional market returns
Frequently Asked Questions
What does “tactically position the portfolio” mean?
- It means having an existing mix of investments for the current economic/market backdrop but also knowing when and how to get into and out of those positions quickly.
- It empowers us to assess and mitigate risk at a faster pace, based on the market conditions on any given day.
- It also empowers us to better protect and grow assets while others are losing.
- Our ability to review risk and make tactical adjustments very quickly can be valuable for those who want to be able to adjust risk and have a pre-defined exit strategy to limit losses.
Are the Directional Portfolios the same as day trading?
- The Directional Portfolios would not necessarily experience entries and exits on positions in one day as you would typically see with day trading investors.
- An active position could potentially be held for a week, a few weeks, a few months, or a year depending on market conditions and would be guided by the client’s level of risk sensitivity and a desire to exit very quickly to avoid losses on a position should it begin to move against us.
Who is the ideal client to use the Directional Portfolios?
Clients who:
- are frustrated with their current level of returns and who would like the opportunity to grow their assets while others are losing
- are comfortable with a higher level of trading activity and are looking to benefit from changes in economic and market trends
- believe that what is happening in the economy and stock market is not sustainable
- are comforted with knowing that there is a pre-defined limit or exit for each position and will not have to “ride it out” as most have to
- believe that there are more challenges facing us than ever before and who believe that the reality is that the Federal Reserve will have to bail us out again and continue to drive our nation deeper into debt
- are comfortable with the portfolio management mindset of “buy low and sell high”
Pricing
The annual management fee is based upon the value of your investment portfolio.
- .70% annually for amounts greater than $10,000,000
- .80% annually for amounts $5,000,000 up to $10,000,000
- .90% annually for amounts $ 2,000,000 up to $5,000,000
- 1.1% annually for $1,000,000 to $2,000,000
- 1.4% annually for $500,000 to $1,000,000
