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Client Services & Our Commitment

Protecting our clients’ assets & privacy is our highest priority.

Over the past thirty-five years it has been apparent that investment strategies that work in one environment often will not be effective in another….especially as the investment objectives of our clients change.

To meet these challenges we’ve engaged industry powerhouse, TD Ameritrade Institutional, to provide our clients and advisors access to a wide range of investment products and services. TD Ameritrade Institutional is the exclusive Custodian for the managed accounts of our clients. As a Registered Investment Adviser (a “fiduciary”) we will select only those investments that we believe will serve the best interests of our clients.

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Your financial security is important to you and to us. That's why we provide you with instant online access to your portfolio. See how your investments are growing by asset and sector. Explore tools to help you build a stronger financial foundation. And, find the research and resources you need to work even smarter with your financial advisor. TD Ameritrade Clearing, Inc. ("TD Ameritrade") is the firm that we use to custody our client assets. TD Ameritrade and Abraham & Co. Inc. are separate and unaffiliated firms, and are not responsible for each others services, opinions or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Client Services

Financial Products

ETF's and customized retirement portfolios

Common & Preferred Stocks

Corporate & Municipal Bonds

Mutual Funds (Equity & Income)

US Treasury & Agency Securities

REITs and UITs


Services

Private Investment Management

Customized Retirement Plans

(prepared at no charge to clients)

Asset Allocation

Free Checking & Debit Cards

Emails Confirmations and Statements

Direct Deposit

Customer Wires & ACH Service


In a combined effort with our custodian, TD Ameritrade Institutional, we’ve taken solid measures to ensure the protection of our clients’ assets and privacy. A detailed description of client and customer account protection and other important information can be found on this website under Disclosures. For brokerage customers, all trades are cleared on a fully-disclosed basis, and all client assets are held by, Hilltop Securities, Inc.