Aberdour Investments

Overview

Aberdour Investments is an independent RIA organized as an LLC that serves a small book of individual and family clients. The firm operates as a capital allocator and offers fee models that include a percentage of AUM, hourly charges and fixed fees. Its advisory menu emphasizes financial planning and portfolio management for individuals and small businesses, and it also provides selection-of-adviser services, client-facing publications and educational seminars or workshops. Investment activity is concentrated in publicly traded equities. The firm reports a clear preference for exchange‑listed instruments and uses discretionary management across its client base. Aberdour Investments does not identify as an active ESG investor and it does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices