A complete list of active advisors currently associated with Abundant Capital Strategies LLC
Warmer can help you find a great advisor at Abundant Capital Strategies LLC or one who fits your needs even better.
Abundant Capital Strategies LLC is a small, independent registered investment adviser that provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients) and ongoing consulting to pension and profit‑sharing plans. The firm typically recommends mutual funds, equities, fixed income, and ETFs as part of its investment programs and charges asset‑based fees. The firm creates an Investment Policy Statement for each client, uses model asset allocations with client‑specific adjustments, and conducts at least quarterly portfolio reviews while employing long‑term trading and a mix of analytical methods (including modern portfolio theory, fundamental, technical, and quantitative analysis). For retirement plans, the firm acts as a plan investment fiduciary, documents selection criteria using FI360.com and Morningstar.com, and provides written investment policy documentation and ongoing monitoring. A distinguishing aspect of the firm is its affiliation with a third‑party administrator/accounting practice and the principal’s concurrent roles in TPA and insurance activities, which allows the firm to combine plan administration‑related services with pension consulting — a combination that is uncommon among peers. The brochure discloses that these additional business activities can give rise to conflicts of interest; the firm states it discloses and offers clients the choice to accept or decline related services.
To learn more about the advisors currently working at Abundant Capital Strategies 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 |
|---|---|---|
Colorado Springs, CO
| 16
|
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