Americas Best TAMPS 2024 - 22

2024 AMERICA'S BEST TAMPS
ABSOLUTE
CAPITAL
Brenden Gebben
CEO
TM
New business contact:
Alex Barned
Absolute Capital Management, LLC * 101 Pennsylvania
Boulevard, Pittsburgh, PA 15228 * www.abscap.com
Absolute Capital - Don't wait for the rollover.
We provide a turnkey UMA platform to access and manage a clients' 401(k)
/ 403(b) / 457 (corporate retirement account) while the client is still working-
yes, while the client is still working.
We call this Pre-Rollover Management
Manage your clients' 401(k) / 403(b) /457 now, prerollover, while they're still
employed. W.I.N. Platform Summary Highlights:
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2024 should be your year to
stop waiting for the rollover.
The ups & downs of
the markets have many
investors looking for help
with their 401(k) / 403(b)
/ 457 accounts at work.
And now you can provide
them a solution. Advisors
utilizing Absolute Capital
work to develop an 'inch
wide, mile deep' relationship
with their clients. And these
efforts bring increased trust,
communication, and revenue.
Simply put, those that serve
as the client's primary
advisory are faring well.
We believe Absolute
Capital can help enrich
advisor's client relationships
by opening up new asset
opportunities and delivering
our platforms' flexibility to
them. We enable advisors
to have a 401(k) / 403(b) /
457 account professionally
managed, while the client is
still employed.
And this may be a client's
largest asset. From a
flexibility standpoint, we
offer hundreds of models
and managers across the
risk spectrum. And fees are
debited from the workplace
account. So, whether the
account is an IRA or a
401(k), our advisor partners
can access the scale they
need to steward a broad
range of client assets.
5001-257
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
GROWTH
ORGANISATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
INVESTMENT POLICY
STATEMENTS
22
IPHONE OR ANDROID APP
MODEL MARKETPLACE
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
UNIFIED OR SMART BILLING
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*
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Fees come directly out of the account
Advisory fees determined by you (0-1.60%)
This is you helping one client at a time with their retirement account-
not managing the entire plan
This is not an in-service withdrawal
Hundreds of top strategists and models available-BlackRock,
American Funds, Vanguard, Dorsey Wright, Athena, and many more
UMA centric with rebalancing and sleeve-level reporting
The platform handles the trading, billing, and reporting
The client continues to receive their statement from their plan provider
Client log-in credentials are not needed
Money Management Strategies Across Account Types
Be it 401(k)s, 403(b)s, 457s, IRAs or Non Qualified accounts, Absolute Capital
provides personalized portfolio strategies designed to include a range of
securities that act together to pursue your client's goals.
Advisor Support
Absolute Capital provides proposal generation, trading, billing, rebalancing,
and customizable reporting. When it comes time for paperwork, our Back
Office Butler system generates and populates the forms you need, ready
for client signature. This, in tandem with our 'inch wide, mile deep' focus on
relationships, provides you with the leverage you need to grow your business.
This expansive opportunity spans from S&P 500 firms to small companies,
to universities, hospitals & governmental employees. The comprehensive
W.I.N. (Workplace Investment Navigator) platform lets you easily customize
a portfolio to meet a client's personalized goals and risk profile. There are
100,000+ retirement plans we can work with.
Type of Program: TAMP
designed for prerollover
management of client 401(k),
403(b), 401(a), and 457
accounts
Total Assets in Program:
$333,000,000
Year Program Began: 2020
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: No
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Financial professionals
Optimized for Tax Trading
Efficiency: No
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Many to
choose from depending upon
client need
National Sales Director
Phone: (412) 388-1600
Email: info@abscap.com
Website: www.abscap.com/
book-a-call/
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Brenden Gebben
MBA, CIMA
CEO
https://www.abscap.com/book-a-call/ https://www.abscap.com/book-a-call/ https://www.linkedin.com/in/brenden-gebben-mba-cima-3b1bb04/
Americas Best TAMPS 2024

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