Asset Management
Preserving and Growing Your Wealth
Managing substantial wealth is an enormous responsibility. It requires specialized knowledge and custom solutions. As your Chief Investment Officer, we listen and work to understand your comprehensive financial situation and recommend innovative solutions precisely targeted to help you achieve your objectives. From assessing your risks to researching specific investments and much more, we follow a rigorous asset management process to build and maintain a custom portfolio to help you in meeting your goals. Throughout our process, we continuously report and communicate to help ensure we are best meeting your needs.
Our highly customized, institutional-quality investment solutions deliver results designed to reflect your needs and goals.
The Abbot Downing Difference
DEDICATED FOCUS
Clients like you have been our sole focus for more than 40 years. We are dedicated to serving ultra-high-net-worth individuals, families, foundations, and endowments.
OBJECTIVE VIEW
We are transparent and objective. We do not accept payment for transactions or for recommending specific investments. Your needs, goals, and best interests are at the heart of everything we do.
CUSTOMIZED SOLUTIONS
We provide custom solutions designed to reflect your specific goals and objectives.
EXPERIENCED TEAM
We continually monitor and analyze investment managers to help ensure you work with the industry’s most accomplished professionals.
UNIQUE ACCESS
Through leveraging the vast resources of Wells Fargo, we offer clients access to institutional solutions and market opportunities not widely available to the broader public. Our dedicated due diligence team focuses on identifying unique investment opportunities usually available only to institutions.
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Investment programs require significant oversight and maintenance. Our Chief Investment Officer model helps provide continuity and allows for timely and effective decision making. Some of our strategies and services include:
Consolidated Asset Information
Our senior business leaders and analysts closely monitor the changing investment landscape. Your custom portfolio construction is the culmination of our detailed investment process and extensive experience, complemented by firsthand access to critical information. You receive consistent, timely, and comprehensive information.
Globally Diverse Investment Opportunities
Abbot Downing provides access to a diverse investment universe. Our investment process strives to incorporate a belief in broad global diversification within each asset class, as appropriate, to help you achieve your unique goals.
DISCLOSURES
These aforementioned investments and strategies may carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Typically, these investments and strategies are open to qualified investors only and carry high costs, substantial risks, and may be highly volatile. There is often limited (or even non-existent) liquidity and a lack of transparency regarding the underlying assets. The investment returns may fluctuate and are subject to market volatility, so that when redeemed or sold, they may be worth more or less than their original cost. An investor may lose their entire investment. There can be no assurances that a manager’s strategy (hedging or otherwise) will be successful or that a manager will use these strategies with respect to all or any portion of a portfolio. They do not represent a complete investment program.
