Bryden-abrams Investment Management LLC

Bryden-Abrams Investment Management LLC, established in 2006, is a family-owned firm specializing in managing equities and fixed income securities, with a focus on large and mid-capitalization domestic equities and corporate bonds. The firm may also invest in foreign currency denominated bonds and exchange traded funds for exposure to selected foreign equity markets. Clients, primarily high net worth individuals, must meet a minimum account size of $2 million, with fully discretionary accounts being the only accepted type. As of December 31, 2022, the firm managed approximately $50.6 million. Bryden-Abrams charges an annual fee of 0.60% for fixed income securities and 1.25% for equity and mutual fund holdings, billed quarterly in advance. The firm follows a theme-based, value-oriented investment approach with low turnover and a focus on long-term appreciation. They diversify portfolios across industries and limit single security holdings to 3% or less. Bryden-Abrams does not participate in performance-based fees, has no disciplinary history, and does not have custody of client funds. Clients have the freedom to choose their own brokers and custodians. The firm emphasizes personalized service and monthly performance reporting, aiming to preserve capital while seeking to outperform the S&P 500.