Advisors at this firm
William T
Series 65
Des Moines, IA
Taber Asset Management L.L.C.
William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.
Anastasia T
CFP®, Series 65
Des Moines, IA
Taber Asset Management L.L.C.
Anastasia Taber is a CFP® and Series 65 credentialed advisor with four years of industry experience. She has worked at Taber Asset Management L.L.C. since 2021 and previously held positions at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. Taber Asset Management provides investment and wealth management services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with active fixed-income and risk-managed equity strategies, and it offers financial planning alongside portfolio management.
William T
Series 63, Series 65
Des Moines, IA
Taber Asset Management L.L.C.
William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.
Carla A
Series 63, Series 65
Des Moines, IA
Taber Asset Management L.L.C.
Carla Albers is a financial advisor at Taber Asset Management L.L.C. in Des Moines, IA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Taber Asset Management since 1998. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.
