Alpha Beta Gamma Wealth Management

Alpha Beta Gamma Wealth Management is a Limited Liability Company established in November 2005 by Curtis Lee Lyman. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients are granted discretionary authority for trading, allowing ABG Wealth to make investment decisions on their behalf. The firm operates as a fiduciary, prioritizing client interests and avoiding practices that may advantage or disadvantage certain portfolios. ABG Wealth specializes in mutual funds, fixed income securities, equities, ETFs, and other investments, with a minimum account size of $100,000. Fees are based on a tiered structure, ranging from 1.00% to 0.55% of assets under management. Clients may be charged a minimum platform fee of $75 per quarter per account. ABG Wealth does not participate in wrap fee programs and does not accept performance-based fees. The firm's investment strategies include long-term trading, margin transactions, and options trading, with a focus on risk management and client education on potential investment risks. ABG Wealth's methods of analysis encompass charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions. The firm does not vote on proxies for client securities and does not require prepayment of fees exceeding $1,200 per client.