Tactical Asset Management

At Lundeen Abrams Advisors, we specialize in Money Management.

 

We advise clients as they work toward their financial goals and we seek to minimize taxes every step of the way. We recommend appropriate vehicles and tools to ensure our clients’ needs are met through smart structuring of their investments. We utilize a variety of money managers including active and passive styles.

Our portfolio management style is based upon an individual’s needs for growth and income and corresponding time horizon. We consider ourselves to be the manager of managers for our clients. The majority of our client assets are held in the custody of Charles Schwab.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.