A complete list of active advisors currently associated with Chinese Abraham Investment Advisors LLC

Warmer can help you find a great advisor at Chinese Abraham Investment Advisors LLC or one who fits your needs even better.

Chinese Abraham Investment Advisors LLC provides discretionary investment advisory and portfolio management services to individuals, trusts, charitable organizations and retirement plans, overseeing roughly $36 million across about three dozen client relationships. The firm emphasizes ongoing portfolio management rather than stand‑alone financial planning, and offers both active management and tax‑efficient investment programs. The adviser follows an active, asset‑allocation and market‑timing approach that incorporates fundamental, technical and cyclical analysis and can implement a broad set of strategies, including long‑ and short‑term holdings, frequent trading, short sales, margin and options or futures. The firm also offers performance‑based fee arrangements for qualified clients and manages both performance‑fee and asset‑based accounts, with policies and reviews intended to address potential conflicts from side‑by‑side management. Notable differences from many peers are its single‑advisor structure combined with offering performance‑based compensation, a relatively uncommon pairing among supported firms, and a modest number of accounts relative to assets managed. The adviser also integrates tax‑aware services and planning into its management engagements and maintains an additional affiliation as an investment adviser representative with an unaffiliated RIA, which may affect referral or business arrangements.

To learn more about the advisors currently working at Chinese Abraham Investment Advisors 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.