About Team ABC
Our ABC Funds team is committed to providing outstanding customer service and investment management excellence. As major investors in our ABC Funds we are extremely motivated, client sensitive and deeply aligned with our clients’ objectives.
Trading Team
Our ABC Funds investment research, trading and management team is comprised of four analysts/portfolio managers working very closely and overseeing our ABC portfolios. The team employs a number of different investigative tools and strategies to research, analyze and select common equities to be added or sold within our investment portfolios.
We take great pride in operating together to structure well-positioned ABC Funds’ portfolios.
President & Portfolio Manager
Senior Research Analyst
Senior Research Analyst
Senior Research Analyst
Fund Accounting, Client Services & Administration
Our Fund Accounting, Client Services and Administration teams work diligently to ensure that investors receive proper attention to attain our common goal of client service and investment excellence.
Manager of Operations
Administration / Fund Accounting
Client Services / Fund Accounting