Abner Herrman & Brock
Managing customized separate account portfolios of Large Capitalization stocks and Investment-Grade bonds since 1981.
WHO WE SERVE
Individuals & Families
We provide custom solutions for individuals and families. You will have access to our experienced investment professionals who will structure your portfolio to match your unique investment objectives.
Non-Profit Organizations & Corporations
We provide personalized solutions to small and mid-sized organizations. We custom manage equity, bond and balanced portfolios with a strong emphasis on preservation of capital and focus your investment in large-cap value and growth companies and investment-grade bonds.
We work with financial advisors to provide investment solutions to help achieve their clients investment objectives. Our investment strategies are available as seperately managed accounts in many wrap platforms at broker dealers, banks and registered investment advisory firms across the United States.
Customized separately managed accounts available in four investment strategies.
AHBI IN THE NEWS
AHBI IN THE NEWS
Top Guns Designation and 6 Star Rating
Abner, Herrman & Brock’s Investment-Grade Taxable Bond Separately Managed Account (SMA) has been awarded a Top Guns designation and 6 star rating by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers…
“The oak fought the wind and was broken, the willow bent when it must and survived.”
The year 2022 will be remembered as an unusual period in investment history when both stock and bond indices declined in value. Typically, stocks and bonds perform inversely to each other. A confluence of events created a “perfect storm” that led to the negative performance returns across both asset classes.
Customized SMA’s vs Bond Mutual Funds
Abner, Herrman & Brock (AHB) manages customized Investment-Grade Taxable & Municipal Bond separately managed accounts (SMA’s). We are among the few firms that will truly customize a fixed income portfolio to achieve the client’s objectives.