Working with a Financial Advisor | Lord Abbett

Tracked Funds

You have 0 funds on your mutual fund watch list.

Begin by selecting funds to create a personalized watch list.

(as of 12/05/2015)

Pending Orders

You have 0 items in your cart.

Subscribe and order forms, fact sheets, presentations, and other documents that can help advisers grow their business.


Account Services

Successful investing starts with financial advice from a knowledgeable professional. Your financial situation and objectives are unique, so it's important to find a financial advisor who will work closely with you to create an investment portfolio based on a deep understanding of your goals, risk tolerance, time horizon and other factors.

Working with an experienced financial advisor will go a long way toward helping investors achieve thier investment goals. In fact, there are a number of important areas where professional advice can make a real difference.

A financial advisor can help you:

  • Establish a long-term investing strategy
    An advisor begins by understanding your tolerance for risk and investment preferences. Together you will examine your current financial situation, explore your financial goals, and build a financial plan to help you achieve them.
  • Provide objective guidance in times of market volatility
    Emotions can easily get in the way of making objective investment decisions. Investors who flee the market because of emotions are faced with the complex decision of when to re-enter the market. A trusted advisor can provide a balanced perspective to manage your portfolio through the ups and downs.
  • Bring discipline to the construction and management of your portfolio
    Advisors have access to in-depth research and investment tools that can help create a diversified strategy in line with your goals. They can monitor the impact of market activity to keep your investment strategy on track and help revise your plan to reflect significant life events and changes.
  • Address taxes and other important issues
    An advisor can recommend other professionals you may need to address aspects that affect your financial future, including attorneys and accountants who handle estate, tax, and business planning.

A knowledgeable financial advisor will typically follow a disciplined investment process designed to create and execute investment solutions that are appropriate for your situation. This process will generally include the following steps:


  • Understanding Your Goals
  • Assessing Your Financial Situation
  • Tailoring an Investment Solution
  • Executing Your Decisions
  • Ongoing Guidance and Monitoring



Experience Can Help You Avoid Common Investing Pitfalls

A professional financial advisor can help bring an objective, long-term view and a rational approach to the construction and management of your investment portfolio.

Pitfall #1 - Procrastination
The longer your money is invested, the better your chances of reaching your goals. A financial advisor can help you get started with a thoughtful investment strategy that will put your money to work sooner, rather than later.

Pitfall #2 - Investing Too Conservatively
Inflation has been called "the silent thief," because it can erode your hard-earned savings. A financial advisor can help you determine the appropriate mix of investments to help keep your portfolio ahead of inflation.

Pitfall #3 - Timing The Market
No one can consistently time investment markets. By working with a financial advisor, you can take advantage of time in the market to help your investments work hard over the long run.

Please confirm your literature shipping address

Please review the address information below and make any necessary changes.

All literature orders will be shipped to the address that you enter below. This information can be edited at any time.

Current Literature Shipping Address

* Required field