Abbington Investment Group, LLC

Abbington Investment Group provides discretionary asset management—and in limited cases non‑discretionary advice—to high net‑worth individuals, families, trusts, charitable organizations, foundations, pensions and corporations. As of December 31, 2025 the firm reported about $202.1 million in discretionary assets under management across 89 client accounts and generally requires clients to place at least $3,000,000 to participate in its discretionary program (this minimum may be waived).

The firm’s investment approach is explicitly macro‑driven, oriented to an environment of higher-for-longer inflation and lower real growth, with emphasis on inflation‑linked bonds, short‑dated Treasuries, real assets (including precious and base metals), international equities and managed futures as a non‑correlated diversifier. Abbington targets lower portfolio volatility (circa 12%) and employs trading practices that include block or aggregated executions, periodic short‑term trading, and the limited use of margin and short sales when consistent with client risk tolerances.

Distinctive features include managing client assets entirely in‑house rather than using third‑party sub‑advisers and operating as a small advisor team with over $200 million in discretionary AUM, a combination that is less common among peers. The firm also maintains a formal referral arrangement that pays Price Value Partners 50% of asset management fees for referred clients, uses Fidelity as its primary custodian and receives soft‑dollar research and services, and leaves proxy voting authority with clients rather than voting on their behalf.