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Strategies


Every capital management company should be founded on sound strategies of money management as well as operational management. We believe Abeo Investments was founded on these sound core principles. It is our hope that this will in turn attract the types of clients that we seek - clients educated or willing to be educated in our investment field, clients that expect full accountability of company operations, and clients that believe in a long term relationship with the company.

Preserve Capital

It's your hard earned money. Exposing your account to undue risks just to chase performance can result in unacceptable losses. Abeo Investments lives by unemotional exit rules that protects the downside, and is prepared to go without any trading during periods of elevated risk, uncertainty, or volatility.

Active Management vs Passive Management

We do not manage your account w ith just one trading style that fails as market conditions change. Our range and depth of tools allow us to trade adaptively with the market.  The point is that when the current value of stocks (as measured by price to earnings ratio) is dramatically different from historical valuations, then portfolio managers that choose stocks (active management) will do better than those portfolio managers that simply track an index of stocks (passive management).

Performance Dictates Compensation

We believe managers' and clients' interests must be aligned. Abeo Investments is structured on a performance-based fee model. If you do well, we do well. If you don't, we don't. If there is a negative return for the month, it is carried forward and must first be recouped, before performance fees can again be earned.

Outstanding Customer Service

At ABEO INVESTMENTS, we believe in anticipating our clients’ needs and stepping up to meet them. We are repaid with exceptional customer loyalty. From creating the perfect long term retirement plan to actively managing accounts for the short term investor, we are committed to a customer experience that is straightforward and effortless.