Abramowitz Asset Management - Sacramento, CA Abramowitz Asset Management - Sacramento, CA
 
CONTACT INFORMATION: (916) 486-9055   |   EMAIL      
Abramowitz Asset Management, LLC
 

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Abramowitz Asset Management, LLC Frequently Asked Questions (FAQ)

Steve Abramowitz, Ph.D. investment advisor1. What services do you provide?
I offer consultation and management of stock and bond portfolios, no load (no-commission) mutual funds and exchange-traded funds (ETFs). Index funds are often recommended for their many advantages including low costs and tax benefits. Retirement and college savings plans and precious metals funds are available.

2. What are your specialties?
I respect clients’ preferences for individual stocks, but my focus is on stock and bond index funds, no load mutual funds and ETFs. These investments are compatible with the full range of retirement and college savings options.

3. What is socially responsible investing?
Many people prefer to invest in ways that are consistent with their values. They can do this through mutual funds that own companies embodying environmental restraint, gender and racial diversity and progressive corporate government.

4. What is your investment orientation?
I attempt to make clients feel comfortable and understood in my office. Only when clients are truly safe can they be expected to share their personal attitudes toward money, investment experiences and financial confidence. Money wars in a conflicted relationship need to be broached before a realistic financial plan can be developed.

After 50 years in the trenches, I advocate investing for the long-term to capitalize on the upward trajectory of the economy and the stock market. I do not adhere to any one investment philosophy, but draw from technical and fundamental analysis and from growth and value approaches as market conditions may require. I collaborate with clients to devise strategies that take into account their unique aspirations and risk-tolerance.

5. What firm provides you with research, trading privileges and back-office support?
Clients benefit from the services and resources of Charles Schwab. I have no financial arrangement with Schwab or any other broker and do not charge commission.

6. What is a fiduciary?
As a registered investment advisor, I am bound to avoid conflicts of interest and put the client’s financial well-being before my own.

For more information or to make an appointment, please call Dr. Abramowitz at (916) 486-9055 or click here to send him an email. You may also click here to download or print the Abramowitz Asset Management, LLC brochure.
 
Abramowitz Asset Management - Sacramento, CA
Abramowitz Asset Management, LLC  |  2322 G Street Sacramento, CA 95816 (Consultation by appointment only)  |  (916) 486-9055  |  Email

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Abramowitz Asset Management, LLC is a registered investment advisor. All information expressed herein is intended for preliminary purposes only and not as investment advice.
Before making a financial commitment, individuals are encouraged to enlist the assistance of a financial professional familiar with their personal situation.

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