strategies and considerations within the growing niche of Sustainable Investment (Investment strategies that may incorporate selection criteria involving environmental, social and governance practices of an entity.)
Our Clients
Typically we work with individuals, families and organizations who seek to preserve and build wealth using strategies that include stock and bond portfolios, and who do not have the expertise, time and/or desire to go it alone in the increasingly complex world of finance.
Most of our clients are moderately experienced investors who sought a relationship with a professional financial services firm in order to free up their time and improve their results. For the most part, our clients are conservative in their approach to stock and bond investments.
Our clients include senior corporate executives, entrepreneurs, and non-profit entities, as well as individuals and families with substantial portfolios, including those who have (or would like to establish) trusts or private foundations. Many of our clients also come from the ranks of “sudden wealth”— those who find themselves dealing with investment issues related to financial or life events, such as exercising stock options, lump sum retirement plan distributions, asset sales, inheritances, and divorce.
Typically we work with individuals, families and organizations who seek to preserve and build wealth using strategies that include stock and bond portfolios, and who do not have the expertise, time and/or desire to go it alone in the increasingly complex world of finance.
Most of our clients are moderately experienced investors who sought a relationship with a professional financial services firm in order to free up their time and improve their results. For the most part, our clients are conservative in their approach to stock and bond investments.
Our clients include senior corporate executives, entrepreneurs, and non-profit entities, as well as individuals and families with substantial portfolios, including those who have (or would like to establish) trusts or private foundations. Many of our clients also come from the ranks of “sudden wealth”— those who find themselves dealing with investment issues related to financial or life events, such as exercising stock options, lump sum retirement plan distributions, asset sales, inheritances, and divorce.
Biography
Janet L. Campbell, CFA, CFP
Principal, Abunda Financial
With more than 20 years’ experience as a financial advisor, securities analyst, portfolio manager and consultant for leading national firms, Janet Campbell formed the private financial services firm of JL Campbell Financial in 2001 The firm’s mission is to serve high net worth individuals and non-profit entities by providing discretionary investment portfolios as well as portfolio management and financial advisory services on a fee-only basis. In 2007, Campbell changed the name of the firm to Abunda Financial.
Janet L. Campbell, CFA, CFP
Principal, Abunda Financial
With more than 20 years’ experience as a financial advisor, securities analyst, portfolio manager and consultant for leading national firms, Janet Campbell formed the private financial services firm of JL Campbell Financial in 2001 The firm’s mission is to serve high net worth individuals and non-profit entities by providing discretionary investment portfolios as well as portfolio management and financial advisory services on a fee-only basis. In 2007, Campbell changed the name of the firm to Abunda Financial.
Before launching JL Campbell Financial in 2001, Campbell was an investor relations consultant with the Financial Relations Board/BSMG where she provided strategic consulting and program management for investor relations programs in the software and telecommunications industries. Prior to this, Campbell was a Vice President and Senior Security Analyst at Sutro & Company, where she provided sell-side research coverage of lodging, office/industrial, and retail real estate investment trusts and corporations and helped the firm to develop and maintain investment banking relationships. Previously, Campbell worked as an Analyst and Portfolio Manager with various money management firms that served both institutional and individual clients. She began her career in the investment industry at Morgan Stanley Dean Witter, where she developed and managed more than 250 accounts with individual investors.
Campbell earned a BA Degree in Economics from the University of California, Berkeley. She is a Chartered Financial Analyst, Certified Financial Planner and Enrolled Agent with the U.S. Internal Revenue Service.
Abunda Financial is a private, independent financial services firm. We offer investment management services and personal financial advisory services under an annual fee-only retainer arrangement.
Abunda Financial provides professional investment management services through separately managed accounts to individuals, retirement plans, profit sharing accounts, and non-profit entities (endowments and foundations) valued at $500,000 or more.
Abunda Financial offers personal financial advisory services to meet the needs of high net worth clients. As part of our Personal Financial Advisory Services, we also can advise clients about investment
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