“Small independent firms with excellent people focused on a well-defined market provide the highest likelihood
of identifying the intelligent contrarian path necessary to achieving excellent investment results.” – David Swenson, Chief Investment Officer, Yale University
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By signing up for our email updates, you will receive both our blog posts and our more in depth quarterly newsletters. Any material contained in our blog or newsletters is provided for informational purposes only. No information, opinions or suggestions, explicit or implied, shall be deemed to constitute investment advice, or a recommendation to buy or sell any financial instrument or security, or to pursue any investment strategy. Furthermore, any opinions of our's may be current only as of the date published and may become outdated or subsequently changed without notice. Blackhaw Wealth Management, LLC, only renders investment advice to clients of the firm.
Your future. Our purpose.
It's all about our clients. Blackhaw Wealth Management is an independent Registered Investment Advisor based in Austin, Texas. We provide investment advice to private clients, corporations, trusts, and foundations. Our purpose is to serve as a client's chief investment officer and trusted lifetime partner. Because clients place considerable trust in us, we give them our undivided attention—tailoring solutions to meet their needs; managing their assets as if they were our own.
As a Registered Investment Advisor (RIA), Blackhaw is legally bound by its fiduciary duty to manage clients' financial assets in a manner that is in their best interest, and to find the most suitable investment opportunities for them. Brokers are not held to the same standard. Learn about the difference here and why you should consider working with an Advisor, not just a broker
A lot of firms say they're different, but we really are.
Unlike traditional brokerage firms and other financial advisors, we offer:
- Capability
Our clients want solutions, not sales pitches. In addition to significant professional experience and successful investment management, we have the expertise to provide the investment solutions our clients want and deserve.
- Independence
As a fee-only financial advisor, we work solely for our clients. We never receive brokerage commissions or referral fees, which mitigates the conflicts of interest other financial services firms may often encounter.
- Customization
Unlike many brokers and management companies, we don't use generic portfolios. You don't have to be "conservative" or "aggressive," you just have to be you.
- Specialization
We work with clients that expect a high level of expertise and analytical ability from their financial advisor. To that end, we specialize exclusively in the practice of investment management.
- Commitment
We are committed to becoming a trusted, indispensable and lifelong partner for our clients.
- Simplification
We simplify finances and provide consolidated, insightful, reporting of investment holdings and performance for each client.
Ian McAbeer, President
Blackhaw Wealth Management was founded by Ian McAbeer, CFA, the firm's President and Chief Investment Officer. Ian is responsible for all research and investment activities including strategic wealth planning, portfolio management, risk management, and performance reporting. Ian founded Blackhaw with an unwavering commitment to do what is right for his clients. As a Chartered Financial Analyst (CFA), Ian has pledged his commitment to the strictest code of ethics and standards of professional conduct found in the investment industry. (Learn more about CFA standards here and why you should consider a CFA Charterholder when choosing a financial advisor.)
Prior to founding Blackhaw, Ian was the Director of Research and Investment Management for a family office investment company and private foundation, where he was responsible for investment research and analysis. He holds a Master of Business Administration from the University of Texas (UT) at Austin, with a concentration in finance and a specialization in investment management and security analysis. While at UT, he served as a Portfolio Manager to The MBA Investment Fund, LLC, a private investment company, and as a member of the Venture Capital Fellows.
Sarah Richardson, Director of Operations
Sarah is responsible for business operations, compliance, and client service and provides additional support for marketing and public relations. Prior to joining Blackhaw, Sarah was the Operations Manager and Director of EA Operations in Investor Relations at the D. E. Shaw group in New York, a global investment and technology development firm managing $27 billion in assets on behalf of high net worth families and institutional clients.
Sarah has many years of experience in financial services with expertise in a variety of areas including project management, technology solutions, client services, back-office operations, and executive support. Before beginning her career in the financial services industry, she was a professional actor, director and theatrical producer and she continues to be involved in Austin’s thriving arts community. Sarah holds a Bachelor of Arts from Cornell University and a Master of Fine Arts from the University of California at Irvine.
