A complete list of active advisors currently associated with Aberdour Investments

Warmer can help you find a great advisor at Aberdour Investments or one who fits your needs even better.

Aberdour Investments provides individualized investment management and financial planning services to private individuals and a notably broad set of institutional and corporate clients. In addition to portfolio management and comprehensive financial plans, the firm offers educational seminars and speaking engagements and publishes periodicals or newsletters for client education. The firm primarily implements a passive investment-management framework built with index mutual funds and ETFs, while also applying fundamental, technical, cyclical and charting analysis when constructing or evaluating portfolios and outside-manager options. Client relationships are documented with individualized investment policy statements, subject to periodic monitoring and, when authorized, discretionary trading; the firm also recommends outside managers and uses custodial platforms and advisor tools to implement strategies. What is distinctive is the range of less-common client types served—including sovereign wealth funds, banking and thrift institutions, insurance companies, state and municipal entities, other investment advisers, pension plans, corporate clients and charitable organizations—despite the firm’s modest asset base and limited client roster. The practice also emphasizes client education (regular seminars, speaking engagements and newsletters) and is operated by a principal who balances advisory duties with an external professional role that consumes a significant portion of their time.

To learn more about the advisors currently working at Aberdour Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.