Chinese Abraham Investment Advisors LLC

The firm provides discretionary portfolio management and related investment advice to individual investors, trusts, charitable organizations and retirement plans, primarily through active management and tax‑efficient investment programs. It manages client assets on a discretionary basis and integrates financial planning advice into its ongoing investment management arrangements.

Its investment approach includes an Active Management Program that uses market timing and asset allocation and a Tax Efficient Strategy intended for long‑term, tax‑sensitive growth; the firm employs a range of techniques from long‑term holdings to frequent trading and uses derivatives, short sales and margin where appropriate. Accounts in the Active Management program are monitored frequently with formal portfolio reviews conducted quarterly and performance measured against standard market indices.

Unlike most peers, the firm offers performance‑based fee arrangements to qualifying clients and certain non‑U.S. clients, with performance fees calculated periodically on net gains and retained even if later losses occur — a structure the brochure notes can create side‑by‑side conflicts and is managed by written policies and account reviews. The firm also discloses practices such as block trading for execution efficiency and a policy not to accept proxy‑voting authority, which distinguish its operational practices from many similarly sized advisers.