Abbot Financial Management, Inc.
Abbot Financial Management, Inc. is a privately-owned, independent asset manager headquartered in Andover, Massachusetts. Founded in 1983, the firm offers fee-only investment management and financial planning services primarily to individuals, families, corporations, retirement plans, and foundations. AFM emphasizes integrity, flexibility, and communication in managing portfolios of stocks and bonds, seeking to help clients achieve consistent and dependable investment returns while maintaining a clear focus on risk management. The firm has approximately 4 employees and serves a range of client types including high net worth individuals and charitable organizations.
Investment Strategy
Abbot Financial Management utilizes a personalized, long-term portfolio management approach focusing on high-quality stocks and bonds. They tailor investment strategies to each client's objectives and risk tolerance, aiming to both protect assets and achieve principal growth. The firm emphasizes disciplined asset allocation between equities, bonds, and cash, and incorporates regular, open communication to adapt to clients' evolving financial situations. Risk management and client-centric service remain foundational to their investment philosophy.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.84% | $17.0M | 34,153 | $107.00 | $497.41 | +$4.0M |
N NVDA | NVIDIA CORPORATION | 5.49% | $11.9M | 75,390 | $6.53 | $157.99 | +$3.7M |
A AAPL | APPLE INC | 5.39% | $11.7M | 56,943 | $53.90 | $205.17 | -$564.5K |
J JPM | JPMORGAN CHASE & CO. | 4.11% | $8.9M | 30,772 | $107.19 | $289.91 | +$1.3M |
V VUG | VANGUARD INDEX FDS | 3.49% | $7.6M | 17,246 | $186.42 | $438.40 | +$1.1M |