AssetBuilder’s abri is an investment-management service that converts a retiree’s assets into a reliable income-stream for life.
Our investment strategy focuses on keeping your expenses covered throughout your retirement. This means we invest you in a flexible portfolio that can change as your life changes.
Your advisor uses abri’s powerful algorithm to closely monitor market trends and rebalance your customized portfolio on your behalf. This allows you to actually enjoy your retirement knowing your expenses are covered.
Retirement planning sessions can cost hundreds an hour with annual fees as high as 1.5%. Ours is 0.5%.
We’re your personal advisors. We want your experience in retirement to be as relaxing and reassuring as possible.
Unlike robo-investors we have the personal touch of an advisor at no additional cost.
If your expenses change, your portfolio will too. Your personal advisor works with abri to make sure your income is reliable and consistent.
Markets fluctuate. And we adjust your portfolio accordingly to ensure your retirement income remains steady.
Your paycheck is deposited to your bank on time, every month. We want you to never worry about money so you can get back to enjoying your retirement.
Your money is safely secured by our SIPC insured custodian, Schwab.
In our book, your interests come first. Plus, as a fiduciary, it’s our legal obligation.
It’s easy to explore how abri can work for you in retirement. You can talk with one of our knowledgeable advisors who would be happy to answer any questions and walk you through exactly how abri can give you your worry-free retirement. Or you can simply sign up and try abri on your own time.