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Abundance LLC Introduces Tactical Investment Solution to High-Net-Worth Clients

October 15
08:54 2022
Abundance LLC Introduces Tactical Investment Solution to High-Net-Worth Clients
The company now offers Directional Portfolios to clients who want to manage their investments despite the market’s poor 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 in an effort to give them a more favorable level of returns. The firm also announces that it is making Directional Portfolios available in this round to receive USD 100 million in capital.

Chris Stallings, CEO and founder of Abundance, shared that the company created this solution to help its clients grow their assets despite the US equities market downturn in the past few months. “Directional Portfolios are our response to the earnest request of our affluent clients and friends. It’s our best effort to preserve and grow capital in these uncertain times,” Stallings said.

Stallings added that when the equity market continues to drop, traditional solutions like third-party money management may not always be as sufficient, thus, Abundance released Directional Portfolios in response to the changing times.

The company’s move to provide its latest investment product was derived from its hedge fund research which it has been utilizing for years. The portfolios have given the firm a clear indication of the necessary timing, such as when to be in the equity markets and when to be out. They also indicate when to avoid interest-rate sensitive instruments like fixed income.

“We have also paired that with a professional trader that has given us the sophistication to be in the market, seeking to make money on the way up, exiting trades when need be, in an effort to capture the gains and limit the downside loss. It is our intent to profit as the market continues to head down.” Stallings explained.

The Directional Portfolios allow individuals and families to combine the goal of a long-term investor with the sophistication of a trader. The portfolios also manage the risk of investments at a faster pace, based on daily market conditions.

Abundance’s Directional Portfolios are for clients with assets ranging from USD 1 to 25 million. The 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 has been providing boutique-style, personalized services to discerning individuals who want to leave a lasting legacy for their families. Since that time, the company has been offering a holistic approach to wealth management through strategic solutions that are tailor-fit to help its clients reach their goals.

Abundance’s services include wealth management through actively managing client assets, legacy and wealth plans which consist of giving personalized and comprehensive financial plan development to individuals, and financial consultation.

For more information on Abundance LLC, visit http://www.directionalportfolios.com/.

About Abundance LLC

Abundance LLC is a financial services firm offering wealth management services. Established by its CEO and founder Chris Stallings in 2008, the company has been helping enterprising individuals and families transition their legacy to future generations.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Abundance is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Media Contact
Company Name: Abundance LLC
Contact Person: Chris Stallings
Email: Send Email
Phone: +1 678-884-8841
Country: United States
Website: http://www.directionalportfolios.com/