Working with your ABP Financial Advisor
Your first step toward investing is building a relationship with your ABP Financial Advisor, who is trained to help you succeed. Because we recognize that every client is unique and not all investment strategies are suitable for every client, we approach each relationship through these four steps:
Understanding Your Needs. Your relationship starts with a frank conversation to help your Financial Advisor thoroughly understand your goals, your tolerance for risk, your investment suitability, and your particular financial needs.
Analyzing Your Situation. You and your Financial Advisor review and analyze your current financial situation and evaluate various strategies that could be employed to help you reach your financial goals.
Tailoring a Strategy. Your Financial Advisor evaluates and recommends the appropriate combination of investments for your strategy, makes sure you understand them, and helps you implement the investment strategy that you have chosen.
Staying Committed to You. Your Financial Advisor maintains an ongoing commitment to your relationship through regular contact, timely account information, seeing that your questions are answered, and introducing new investment opportunities as they arise.