Abraham & Co., Inc.

Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high‑net‑worth clients, and it occasionally offers business consulting to affiliates. The firm also sponsors a wrap‑fee program and conducts brokerage activities for non‑advisory clients through a wholly owned broker‑dealer subsidiary while advisory accounts are held at independent custodians.

Investment decisions are based on client‑specific Investment Profiles that document objectives, time horizon, and risk tolerance, and the firm applies a mix of charting, fundamental, technical and cyclical analysis to build fixed‑income, income‑oriented, balanced and growth strategies. Portfolios may include mutual funds, ETFs, options and limited speculative or small‑cap holdings subject to written disclosures and limits, and accounts are reviewed at least annually; wrap and non‑wrap accounts are managed under the same investment process.

Noteworthy features that differentiate the firm from many peers include its affiliation with an in‑house broker‑dealer, its role as a wrap‑fee program sponsor, and that several advisers are licensed to recommend fixed and fixed‑index annuities and other insurance products that generate commission compensation; the firm discloses these potential conflicts and describes procedures to address them. The brochure also discloses a historical regulatory matter from 1987–88 that was settled with a $1,000 fine and notes material outside business interests held by the firm’s principal, which the firm states it will not recommend to advisory clients.