AB Hhelio Associates, Inc.

Ab Hhelio Associates, Inc. provides discretionary portfolio management and investment advice primarily to individual investors and trusts, managing approximately $42.6 million in client assets across a small number of accounts. The firm operates as a single-advisor practice and uses custodian-held accounts while charging asset-based advisory fees.

The firm applies a long-term buy-and-hold, value-oriented approach with a bottom-up emphasis, conducting fundamental research that combines quantitative ratios and qualitative assessments across financial strength, growth potential, liquidity, management quality and industry factors. Portfolios are broadly diversified across equities and fixed income, the adviser normally exercises full discretionary authority over trading and rebalances cash reserves to manage volatility without routinely using derivatives.

Distinctive features include a concentrated client roster and experience serving non-U.S. clients, reflected in custodial arrangements that account for electronic funds transfers to and from foreign countries and related operational practices. The business is run as a sole-owner advisory practice whose senior professional holds advanced credentials (CPA, MBA and CFA) and provides written annual performance reports with an option for an in-person year-end review and one interim in-person review.