When we formed Aberle Investment Management, our goal was simple: To create a practice that in large part was the antithesis of what the public had grown to view as “Wall Street.”
In essence, we wanted to be the advisory practice that we could not easily find; one where our clients could feel well taken care of with a legitimate advocate on their side.
When we work with our clients, we take the time to listen and communicate effectively. We work with passion and empathy. On the opposite end of the spectrum from stuffy, we don’t take ourselves too seriously and enjoy our time with clients. And while we don’t claim to have all the answers, we always challenge ourselves to find better ways to benefit our clients.
You won’t find that Wall Street logic of selling high priced sophistication and exclusivity at Aberle Investment Management. We’ve concluded that the upsell of sophistication generally benefits the firm only, and not the client. We prefer to embrace the complete opposite approach by helping our clients know precisely how and why we are investing their portfolios in a transparent way that is free of arrogance. We utilize mostly financial instruments that would be available to our clients with or without our assistance. While behind the scenes we utilize our fair share of sophisticated tools, we don’t believe that in any way it makes us “special.” What does? Doing the right thing: Being straight and honest with our clients, and seeking ways to save them money.
As a family, we can relate to the same same issues as our clients: How to put children through school, the rising costs of health care, figuring out when we may be able to retire, or what happens if one of us were to have a life-changing health issue. We understand that for some clients, they may desire a shift away from a dead-end professional situation (we’ve been there…) or just a complete second act in life. Perhaps they want to start a business or start a family, but just struggle with the financial uncertainty to get there. Other clients may seek help on how to more efficiently enjoy their money (now seen as the third dimension of financial planning). These issues motivate us daily to try and find the answers and to help our clients to plan. While it’s impossible to plan for every curveball that life throws at us, we believe the odds are good that more people would sleep better at night if they had a financial checklist in place. This, in a nutshell, is what drives our business.