Abbot Financial Management 510 Turnpike Street, Suite #101
North Andover, MA 01845
Abbot Financial Management Phone Number
Balanced Strategy

Our balanced account management philosophy seeks to provide our clients with:

  • Safety of principle

  • Income consistent with stated needs

  • Capital appreciation
Asset allocation among stocks, bonds, and cash equivalents allows us to maximize the long term return relative to the clients' objectives while reducing price volatility.

The clients long term objectives determine the strategic asset allocation guidelines. Each asset class is actively managed for total return.