A complete list of active advisors currently associated with Abernathy Group II LLC
Warmer can help you find a great advisor at Abernathy Group II LLC or one who fits your needs even better.
The Abernathy Group II LLC (TAG) provides family office services and separately managed accounts to high‑net‑worth individuals and their families, and also advises other entity clients such as trusts, estates and charitable organizations. In addition to investment management, the firm serves as investment adviser to a closed affiliated private fund (The Abernathy Group Growth Fund LP) and offers pension consulting services for employer‑sponsored 401(k) plans. TAG’s investment approach emphasizes strategic asset allocation with a core‑and‑satellite framework that uses factor‑based, passively managed index ETFs for core exposure and selectively adds active managers or individual securities in the satellite sleeve. The firm employs multiple analysis methods (fundamental, technical, thematic), documents client objectives in Investment Policy Statements, offers a shareholder‑activist separately managed strategy, and provides regular account reviews and daily‑updated net worth reporting through its family office portal. Noteworthy distinctions include operating an affiliated pooled investment vehicle and offering performance‑based fee arrangements for qualified clients, together with explicit policies to address conflicts that arise from those relationships. TAG also integrates non‑investment services into its family office—such as medical practice integration, practice valuation, business advisory and participant education for pension plans—and maintains referral relationships with physician groups, which indicates a client base with professional practice needs beyond typical investment management.
To learn more about the advisors currently working at Abernathy Group II LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 41
|
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