The company now offers directional portfolios for clients who want to manage their investments despite the poor market performance in September.
Abundance LLC, a financial services company, announces the launch of its Directional Portfolios – the company’s tactical investment solution that manages an investor’s assets with the aim of providing them with a more favorable level of return. The company also announces that it is making directional portfolios available in this cycle to receive $100 million in capital.
Chris Stallings, CEO and Founder of Abundance, said the company created the solution to help clients grow their assets despite the downturn in the US stock market over the past few months. “Directional portfolios are our response to the sincere request of our wealthy clients and friends. It is our best effort to preserve and grow capital during these uncertain times,” Stallings said.
Stallings added that when the stock market continues to decline, traditional solutions such as third-party fund management may not always be as sufficient, which is why Abundance has released directional portfolios in response to changing times. .
The company’s decision to provide its latest investment product stems from its hedge fund research that it has been using for years. The portfolios gave the company a clear indication of when needed, such as when to be in the stock markets and when to exit. They also indicate when to avoid interest rate sensitive instruments like fixed income securities.
“We also paired this with a professional trader who gave us the sophistication to be in the market, looking to make money on the upside, exiting trades when needed, with the goal of capturing gains and to limit losses on the downside. Our intention is to take profit as the market continues to decline.” Stallings explained.
Directional portfolios allow individuals and families to combine the focus of a long-term investor with the sophistication of a trader. The portfolios also manage the risk of investments at a faster rate, depending on daily market conditions.
Abundance’s directional portfolios are for clients with assets ranging from $1 million to $25 million. Directional Portfolios are managed by a dedicated manager skilled in technical analysis and trading.
Having started in the industry in 2000 at Morgan Stanley, Mr. Stallings established Abundance in 2008 and provides personalized boutique-style services to discerning individuals who want to leave a lasting legacy for their family. Since that time, the firm has offered a holistic approach to wealth management through tailored strategic solutions to help its clients achieve their goals.
Abondance’s services include wealth management through the active management of clients’ assets, estate and wealth planning which involves providing individuals with comprehensive and personalized financial plan development, and financial advice.
For more information about Abundance LLC, visit http://www.directionalportfolios.com/.
About Abundance LLC
Abundance LLC is a financial services company providing wealth management services. Created by its CEO and founder Chris Stallings in 2008, the company helps enterprising individuals and families pass on their legacies to future generations.
Securities offered by Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered by Kestra Advisory Services, LLC (Kestra AS), a subsidiary of Kestra IS. Abundance is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures