Abner Herrman & Brock (AHB) is an independent investment management firm specializing in actively managed separately managed accounts (SMAs). Since 1981, we have served customized portfolio solutions to Financial Advisors, high-net-worth individuals, and institutions, managing accounts ranging from $250,000 to over $50 million.
Investment Strategies
AHB offers four specialized investment strategies, tailored to meet a range of financial objectives:
Custom Balanced - Flexible Blend of Core Equity Strategy and either Municipal or Taxable Bond Strategy
Investment-Grade Taxable Bond - Income Generation and Capital Preservation
Investment-Grade Municipal Bond - Tax-Exempt Fixed Income Strategies
Core Equity - High Quality, Value and Growth Stocks
AHB Experience
- Actively managed customized SMAs
- Provide existing portfolio reviews and proposals
- Tax-efficient transitions of securities from existing portfolios
- Investment Policy Committee (IPC) makes investment decisions using a disciplined, team-based approach
- Invest exclusively in individual stocks and bonds that are directly owned by client
