INVESTMENTS
Asset Management
Cash Management -
There is a fine balance between ensuring that you have sufficient liquidity to pay your bills and support your lifestyle while maximizing the return on your cash accounts through short-term investments. We can help you identify low-cost, cash management funds to help meet the financial needs of your family and yield an attractive return on investment (ROI). The selection, management, and balancing of the funds in your portfolio are coordinated seamlessly, helping you maximize investment return while minimizing risk.
Consolidated Reporting -
Monthly, quarterly, and yearly reporting are standard policy at our Physician Family Office. In fact, we update your asset and liability balances on a daily basis. No one can predict when life’s circumstances will dictate the need to make an important financial decision. However, it’s nice to know you are prepared to make important decisions with the knowledge of your current financial picture, every single day.
Investment Policy Creation -
Investment policy is the heart and soul of each family’s financial future. It is the map providing the navigation necessary to pass wealth on from generation to generation. As professional investors, our principals understand the process of creating an Investment Policy Statement better than most. This affords our client families the security of knowing their financial future is well planned for, from generation to generation.
Asset Allocation -
Once a family’s Investment Policy Statement is created, the family’s assets are guided by the risk tolerance and the return goals specific to the individual family’s needs. The Family Office will establish an appropriate asset allocation strategy and ensure the assets remain in balance as investment values change.
Portfolio Rebalancing and Monitoring -
Investment values are dynamic. Over time, changes in account investment values may cause a family’s asset allocation to shift outside of the suggested parameters of their Investment Policy Statement. The Family Office ensures each family’s portfolio remains properly balanced, by reviewing and reallocating the family’s assets as determined by the Investment Policy Statement. We will alert you to any material changes so you can spend less time monitoring your accounts, and more time practicing medicine.
Direct Private Equity Access and Expertise -
Private equity investments may offer the uncorrelated returns needed to provide balance to your family’s estate. Choosing which fund is right for your family, and then successfully gaining access to that fund, can be daunting. With decades of private equity experience and long-standing relationships with many fund managers and platforms, we can help you locate and gain access to private equity funds best suited to your investment portfolio.
Equities Expertise -
The Principals responsible for equity investments in our Family Office have decades of experience, which includes navigating some of the most difficult market environments since the Great Depression. The Abernathy Group II has received 16 number one rankings in various categories from Nelson Information's World's Best Money Managers and two "Best" rankings from Barron's since 1993. We pride ourselves on minimizing risk while delivering solid returns.
Fixed-Income Expertise -
A fixed-income strategy, designed and implemented correctly, is a complex undertaking. When investing in bonds for example, adequate liquidity assurances are as important as inflation protection. We strive to ensure your family is prepared for both. Safety of principal is always considered first and foremost.
Access to Alternative Investments -
We have been managing alternative assets since 1991, long before they became popular. Whether our families need access to a superstar fund that is closed, or whose minimum is out of range for most, our Family Office can provide the analysis and access needed to create a well balanced portfolio.
Investment Manager Selection & Oversight -
The principals in our Family Office have been managing portfolios of public equities, fixed income securities, private equity, cash and short-term investments, and derivatives for decades. We are exceptionally qualified to determine which managers understand the art of investing, and which managers do not. Once selected, many managers realize they are being overseen by principals with more investment experience than they have, helping to ensure the investment managers stick to their investment mandates.
Master Custody -
Having multiple investment managers with multiple custodians creates an administrative burden for many families. We issue consolidated reports to help relieve this burden, ensuring that our families receive the safety they expect, while keeping costs to a minimum.
Performance Reporting -
Our detailed Performance Reporting allows each family to understand their current financial position, while simultaneously comparing their current performance to their long-term goals. We will help project expected cash flows into the future, and see how unexpected events will affect a family’s financial position at any given point in time. Performance reporting makes comparing results to the Investment Policy’s goals simple and straightforward. Our families always know where they stand, relative to the expectations they set each year.
Portfolio Risk Audit -
Our proprietary Portfolio Audit Tool offers many dimensions of risk assessment, both at the individual security level, and at the portfolio level. Our analysis provides an independent assessment of the securities within a portfolio, from mutual funds to individually managed accounts. Our family members gain a perspective of the risk in their portfolios that few other firms can provide.
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