Aber Investments

Overview

Aber Investments is a small, single-owner advisory focused on portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first approach: exchange-traded equities (including ETFs) are the dominant holding type and are the primary building blocks for client portfolios. Aber Investments charges advisory fees as a percentage of assets under management and can also bill hourly for specific work, consistent with a boutique adviser that combines discretionary portfolio management with episodic planning or consulting. Client coverage is narrow and relationship-driven. The firm serves a limited number of clients and appears to favor separately managed account structures and liquid pooled vehicles rather than extensive allocations to private or bespoke alternative strategies. Aber Investments does not characterize itself as an active ESG investor and operates from a single-office setup.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices