Serving our clients and community with integrity since 1983
63 Park Street,
Suite 202
Andover, MA 01810
tel (978) 688-9010
fax (978) 688-0090
OUR SERVICES
Abbot Financial Management is a privately-owned, independent asset manager, serving our clients and community with integrity since 1983. AFM provides investment services on a “fee only” basis. The firm’s client list includes individuals, families, corporations, retirement plans and foundations.
AFM assists their clients in achieving a consistent, dependable, investment return from a high quality portfolio of stocks and bonds. While being sensitive to each individuals client’s risk parameters, it is our goal to protect assets and grow principal. Flexibility, communication and customer service are our Hallmarks.
Please call us at (978) 688-9010 to arrange a no obligation conference. We would be pleased to meet with prospective clients to discuss how AFM can provide you with investment counsel.
Why Abbot Financial Management?
We view portfolio management as a long-term process that helps clients reach their financial goals. The key to investment success may comprise a mixture of equities, bonds and cash. Risk management is an important part of our investment discipline.
Initial meetings with clients are conducted to establish clearly defined investment objectives. Regular dialogue, in both up and down markets, is essential to reinforce the existing plan or to modify goals as a client’s financial situation changes. Communication is a key element of positive long-term relationships, and is a cornerstone of AFM’s service to our clients.
Clients look to AFM for sound financial management, to preserve, protect, and grow assets. They receive an investment strategy based on their needs; a disciplined approach to investing; communication and confidentiality.
