About Us

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
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