Incentive Dictates Behavior
Our money is your money. Truly. Portfolio managers and analysts are all invested in the same funds offered to Collaborative Investors. Our founder, Steven Abernathy, has much of his investable net worth invested in The Abernathy Group II funds. It’s a relationship where your incentive is our incentive. If you lose, we lose. When you gain, naturally, so do we. Better yet, since we believe so strongly in our ability to make intelligent investments, we will only accept a performance fee from our Collaborative Investors® when the fund generates positive results above your account's annual "high water mark". This is the way things should be. Your incentive is our incentive. Truly.
Medical doctors across the United States have trusted The Abernathy Group II since 1991. You trust us because we invest our own assets beside yours. You trust us because we do not sell you anything. You trust us because we are paid when we increase the value of our investors' portfolios. Our incentives are aligned with yours. Incentive dictates behavior. At The Abernathy Group II, we work hard to increase the value of your assets using a value-based method, because each of our firm's partners is mandated to have a large percentage of their investable net worth in the funds we manage.