ABSHIER WEBB & DONNELLY’s professionals are dedicated to developing the best customized investment strategies for individual clients by focusing on each client’s profile, financial goals, and risk tolerance.

Offering decades of experience in individual investment and institutional brokerage with individual, personalized access to senior professionals to manage each client’s account.

Investment advisory services focus on income and growth.

Consulting services assist clients in finding the most suitable money managers for their specific investment needs.

Continual tracking and monitoring of the performance of the manager is done to assure complete client satisfaction.

ABSHIER WEBB & DONNELLY PROVIDES
  • The purchase and sale of equity and fixed-income securities, mutual funds, and insurance for the accounts of retail and institutional clients.
  • Access to private placement, private equity funds and bridge loan investments.
INSTITUTIONAL SERVICES
  • Point and Figure Charting Technical Analysts
  • Market Evaluation and Recommendations
  • Employee Stock Option Plans
  • Cashless Option Exercises
  • 401K Plans
  • Insurance Products:
  • Variable Universal Life
  • Life Insurance
  • Fixed and Variable Annuities
  • Key Man Insurance
INDIVIDUAL PRODUCTS
  • Mutual Funds
  • Listed and Over the Counter Stocks
  • Municipal, Government and Corporate Bonds
  • Private Investments in Public Entities
© Abshier Webb & Donnelly, 2006, All Rights Resrved