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Asset Management

The Abernathy Group II Family Office’s primary objective is to help wealthy families stay wealthy.

We do this by surrounding our clients with an integrated team of experts. Each professional’s advice is integrated into our research process. We bring a comprehensive summary to each family’s decision maker.

The goal of the Family Office is to make life simpler while doing our best to ensure your assets are working within a risk tolerance custom designed for your family. As you can clearly see below, we have a solid history of top-notch results of both protecting and growing a family’s wealth.

Equally important – we minimize expenses and strive to ensure well-researched financial, tax, and legal decisions based on objective data and information.

CASH MANAGEMENT

Our professional investors strive to identify low-cost cash management funds that meet your family’s financial needs. We seamlessly coordinate selection, management, and fund balancing within your portfolio to maximize investment return while minimizing risk.

CONSOLIDATED REPORTING

Our technology updates your asset and liability balances on a daily, monthly, quarterly and yearly basis to prepare you to make critical decisions. Every day, the knowledge of your current financial condition is at your fingertips.

INVESTMENT POLICY STATEMENT CREATION

Our professional investors understand the importance of creating an Investment Policy Statement. This document becomes the heart and soul of a family’s investment process as it describes the family’s risk tolerance and acts as an indispensable guide for every investment professional working for the family.

It also allows the patriarch or matriarch and all family decision-makers, to focus on running the family’s business while their personal assets are managed as they’ve directed. This affords families peace of mind—they know, from generation to generation, their family’s financial future is well-planned.

PORTFOLIO RE-BALANCING AND MONITORING

Our professional investors, guided by the Family’s Investment Policy Statement, regularly review each family’s portfolio for proper re-balancing. We alert you to any material changes so you’re free to spend less time monitoring your accounts and more time managing your business.

DIRECT PRIVATE EQUITY ACCESS AND EXPERTISE

Our professional investors have decades of private equity experience and long standing relationships with many fund managers and platforms. We help you locate and gain access to private equity funds and direct investments in privately owned companies’ best suited for your investment portfolio.

ACCESS TO ALTERNATIVE INVESTMENTS

We provide the analysis and access needed to create a well-balanced portfolio of alternative investments. Decades of experience have connected us with a range of opportunities that may not be widely available.

We may offer families access to funds formerly closed to new investors as well as lower minimum buy-ins. At times, we may also provide access to valuable alternative asset managers at a reduced cost.

We ask questions and offer your family the insights exclusive to a true professional investor.

For more information on our historical “Track Record” see below:

The Abernathy Group II LLC (“Abernathy”) submitted performance information of varying strategies and accounts from 1995 to 2012 for consideration in Nelson Publications’ list of “World’s Best Money Managers” using various business names. This submission did not require a fee of any kind and is not representative of all Abernathy accounts at any given time. Readers should not assume that the performance information used is indicative of the future performance of any of Abernathy’s investment strategies. From 1995 to 2005, Abernathy was ranked within the top 20 money managers on various lists. The details of these rankings are as follows:

1995: Steven Abernathy Group ranked #1 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Growth Composite over a 3 year period ending on 12/31/94. Per Nelson, 315 composites/funds submitted for consideration.

1995: Steven Abernathy Group ranked #1 on Nelson’s list “US Mid-cap Growth Equity” based on the performance of its Aggressive Growth Composite over a 3 year period ending on 12/31/94. Per Nelson, 56 composites/funds submitted for consideration.

1995: Steven Abernathy Group ranked #2 on Nelson’s list “US Equity (All Styles)” based on the performance of its Aggressive Growth Composite over a 3 year period ending on 12/31/94. Per Nelson, 853 composites/funds submitted for consideration.

1995: Steven Abernathy Group ranked #1 on Nelson’s list “US Mid-cap Equity” based on the performance of its Aggressive Growth Composite over a 3 year period ending on 12/31/94. Per Nelson, 133 composites/funds submitted for consideration.

1996: Steven Abernathy Group ranked #2 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Growth Composite over a 5 year period ending on 12/31/95. Per Nelson, 299 composites/funds submitted for consideration.

1997: The Abernathy Group ranked #2 on Nelson’s list “US Equity (All Styles)” based on the performance of its Aggressive Growth Composite over a 5 year period ending on 12/31/97. Per Nelson, 1002 composites/funds submitted for consideration.

1997: The Abernathy Group ranked #1 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Growth Composite over a 5 year period ending on 12/31/97. Per Nelson, 346 composites/funds submitted for consideration.

1997: The Abernathy Group ranked #10 on Nelson’s list “US Mid-cap Growth Equity” based on the performance of its Moderate Growth Composite over a 1 year period ending on 12/31/97. Per Nelson, 92 composites/funds submitted for consideration.

1998: The Abernathy Group ranked #1 on Nelson’s list “US Equity (All Styles)” based on the performance of its Aggressive Growth Composite over a 5 year period ending on 3/31/98. Per Nelson, 967 composites/funds submitted for consideration.

1998: The Abernathy Group ranked #1 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Growth Composite over a 5 year period ending on 3/31/98. Per Nelson, 348 composites/funds submitted for consideration.

1998: The Abernathy Group ranked #1 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Growth Composite over a 1 year period ending on 3/31/98. Per Nelson, 450 composites/funds submitted for consideration.

1999: The Abernathy Group ranked #3 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Growth Composite over a 3 year period ending on 12/31/99. Per Nelson, 257 composites/funds submitted for consideration.

1999: The Abernathy Group ranked #3 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Growth Composite over a 5 year period ending on 12/31/99. Per Nelson, 235 composites/funds submitted for consideration.

1999: The Abernathy Group ranked #3 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Growth Composite over a 1 quarter period ending on 12/31/99. Per Nelson, 313 composites/funds submitted for consideration.

2000: The Abernathy Group ranked #1 on Nelson’s list “US Equity (All Styles)” based on the performance of its Aggressive Growth Composite (A2 100) over a 10 year period ending on 12/31/00. Per Nelson, 548 composites/funds submitted for consideration.

2000: The Abernathy Group ranked #1 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Growth Composite (A2 100) over a 10 year period ending on 12/31/00. Per Nelson, 201 composites/funds submitted for consideration.

2001: The Abernathy Group ranked #1 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Appreciation 100 (A2 100) Composite over a 10 year period ending on 3/31/01. Per Nelson, 204 composites/funds submitted for consideration.

2001: The Abernathy Group ranked #1 on Nelson’s list “US Equity (All Styles)” based on the performance of its Aggressive Appreciation 100 (A2 100) Composite over a 10 year period ending on 3/31/01. Per Nelson, 568 composites/funds submitted for consideration.

2001: The Abernathy Group ranked #6 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Capital (C2) Strategy Composite over a 5 year period ending on 3/31/01. Per Nelson, 253 composites/funds submitted for consideration.

2002: Abernathy Group ranked #1 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Capital (C2) Strategy Composite over a 10 year period ending on 12/31/02. Per Nelson, 169 composites/funds submitted for consideration.

2002: Abernathy Group ranked #2 on Nelson’s list “US Mid-cap Growth Equity” based on the performance of its Pref. Performance 60(P2-60) Strategy Composite over a 1 year period ending on 12/31/02. Per Nelson, 81 composites/funds submitted for consideration.

2002: Abernathy Group ranked #4 on Nelson’s list “US Growth Equity” based on the performance of its Aggressive Appreciation 100(A2-100) Composite over a 10 year period ending on 12/31/02. Per Nelson, 248 composites/funds submitted for consideration.

2003: Abernathy Financial Services ranked #1 on Nelson’s list “US Equity (All Styles)” based on the performance of its Aggressive Appreciation 100 Strategy Composite over a 1 quarter period ending on 9/30/03. Per Nelson, 1640 composites/funds submitted for consideration.

2003: Abernathy Financial Services ranked #1 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Capital (C2) Strategy Composite over a 1 quarter period ending on 9/30/03. Per Nelson, 276 composites/funds submitted for consideration.

2003: Abernathy Financial Services ranked #1 on Nelson’s list “US Hedged Equity” based on the performance of its Aggressive Appreciation 100 Strategy Composite over a 1 quarter period ending on 9/30/03. Per Nelson, 149 composites/funds submitted for consideration.

2003: Abernathy Financial Services ranked #2 on Nelson’s list “US Hedged Equity” based on the performance of its Pref. Performance 60(P2-60) Strategy Composite over a 1 quarter period ending on 9/30/03. Per Nelson, 149 composites/funds submitted for consideration.

2004: Abernathy Financial Services ranked #3 on Nelson’s list “US Balanced/Multi-Asset (All Styles)” based on the performance of its Conservative Capital (C2) Strategy Composite over a 10 year period ending on 6/30/04. Per Nelson, 161 composites/funds submitted for consideration.

2004: Abernathy ranked #1 on Nelson’s list “US Hedged Equity” based on the performance of its Aggressive Appreciation 100 Strategy Composite over a 1 year period ending on 6/30/04. Per Nelson, 168 composites/funds submitted for consideration.

2004: Abernathy Financial Services ranked #3 on Nelson’s list “US Mid-cap Equity” based on the performance of its Pref. Performance 60(P2-60) Strategy Composite over a 1 year period ending on 6/30/04. Per Nelson, 239 composites/funds submitted for consideration.

2005: Abernathy Financial Services ranked #20 on Nelson’s list “US Hedged Equity” based on the performance of its Abernathy Group Value Trust Composite over a 10 year period ending on 9/30/05. Per Nelson, 54 composites/funds submitted for consideration.

2005: Abernathy Financial Services ranked #17 on Nelson’s list “US Hedged Equity” based on the performance of its Abernathy Group Value Trust Composite over a 10 year period ending on 6/30/05. Per Nelson, 63 composites/funds submitted for consideration.

Please access the full disclosure document by clicking the link below:
http://abernathygroupfamilyoffice.com/about/audited-track-record-disclosure/

Contact us at (212) 293-3456 with any questions, comments, or to learn more about our asset management services.

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  • OUR LOCATION

    The Abernathy Group II Family Office
    623 Fifth Avenue 28 Floor
    New York, NY 10022
    P: 212-293-3499
    F: 917-398-1689
    info@abernathygroupfamilyoffice.com
  • All references made on this website are covered on the disclosure page. Please read the disclosure statement by clicking here.