Customized. Adaptive. Personalized.


Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity.

Business owners and wealth transfer report

In preparing themselves for wealth transfer, business owners adopt the same proactive approach and independent mindset that drives their business activities. In the second of four reports in our in-depth wealth transfer series, we look at how business owners acquire financial knowledge, manage the inheritance process and prepare the next generation. Download our Business Owners and Wealth Transfer Report to learn more.

Not all lessons happen in the classroom

It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.

Customized planning

Wealth management planning is a process that never truly ends. Whether you're planning for your child's education, the retirement of your dreams, or establishing a legacy, you can trust that the Abrahamson Investment Group has the resources available to help you achieve all of your goals. From education and insurance planning to trust services and charitable gifting, let us help you customize your plan. 


Adaptive investing

We practice a three-step process that combines three traditional investing philosophies: tactical, value, and growth. This unique multi-step approach to investment management strives to reduce risk while trying to maximize returns in all types of market environments. No matter your needs, we're confident that our exclusive approach to managing assets is one that separates us from other industry peers.


Personalized service

While our investment management and planning services are what draw potential clients to our team, we feel that the customer service we provide is what helps to create lasting relationships. We work closely with your tax preparer and attorney to ensure that all aspects of your financial life are working in unison. In addition, you have full access to our entire team whenever a question or concern might arise.

 

Are you ready to take the next step? Please click the contact link at the top of the page to request additional information about our practice and our team.


Pressure System

Investor angst has been fed by risks reaching critical mass, and we look at how to bolster portfolios in the current environment. Read the full economic outlook in the latest edition of Global Insight.

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet our team

Learn more about the Abrahamson Investment Group