Discover the Difference
Finances, and particularly investments, are delicate issues for nearly everyone because it involves not only money but the planning of your future. That’s why it’s so important to have a complete understanding of our clients as we work together to build personalized strategies to achieve their financial goals.
Over the years, TABER Asset Management has built a reputation of superior customer service while helping clients meet, or exceed, their financial goals. We’re able to do so by taking the time to invest in our clients, getting to know them personally, understanding their interests, personal and financial goals, as well as their risk tolerance. From there, our team is able to build a unique long-term portfolio based on all of those factors.
When we started in 1998, our goal as a private associate-owned organization was to do one thing well -– manage money – creating wealth, building wealth, growing income and preserving capital for every one of our clients.
That’s why to this day, we utilize comprehensive investment research to provide guidance that is tailored to your needs offered under a fiduciary standard. Basically speaking, a fiduciary is someone who acts on behalf of someone else. In the world of investments, a fiduciary is someone who makes investment decisions on behalf of another person. Being a fiduciary means putting our client's best interests first and above all else. We have structured our firm to be legally and ethically bound to do what's right for our clients. We take the responsibility of being a fiduciary very seriously. Your experience with us goes beyond this though, as we pride ourselves on the quality of the relationships that we form with our clients.
While building and preserving your wealth and assets is the core focus of our business, the collaboration you receive from us not only helps you understand and achieve your goals, but truly distinguishes us from other financial services companies.
Our Commitment to You
Exceptional Client Care
Any questions you may have during any part of the process will be answered in a responsive, proactive manner, with personalized responses based on your individual needs.
On-Demand Account Data
Regardless of the time, day or night, you are able to log on to our website and access any account information that you’re searching for.
From periodic meetings to completely objective advice, reporting on your specific portfolio or developing portfolio strategies, we consistently provide you with the information and more importantly, understanding, of your account(s).
Bill Taber, President
firstname.lastname@example.org | Phone: 515-557-1860
Carla Albers, Client Service
email@example.com | Phone: 515-557-1861
President of TABER Asset Management, a Registered Investment Advisor, received his Bachelors in Business Administration from the University of Iowa. He is also a graduate of the E-Myth Worldwide Mastery Business Development Program. He is Series 65 registered.
Prior to founding TABER Asset Management in 1998, Bill spent over a decade as the First Vice President of Principal Financial Securities, Inc. From 1979 to 1987, he was the Assistant Vice President of E.F. Hutton & Co., Inc. and between 1977 and 1979, Bill worked as a Corporate Services Representative for Bankers Trust Company.
Active in his community, Bill served 11 years as a member of the Board of Trustees of Broadlawns Medical Center and 14 years as a Community Representative to their Board Finance Committee.
In addition, Bill is a past member of the Rotary Club of Des Moines, A.M., Smoother Sailing Foundation, Central Iowa Greenways Task Force, Polk County Health Services Executive Committee and Foundation Board, Taxpayers Association of Central Iowa, and Greater Des Moines Leadership Institute. He was also one of the founding members of the Greater Des Moines Connections Mentoring Program.
Client Service Associate for TABER Asset Management since 1998, received her Associates in Business from the American Institute of Business, with a concentration in Business Administration and Office Management.
From 1994 to 1998, Carla was a Sales Assistant for Principal Financial Securities, Inc. Prior to that, she served as a Sales Assistant, Cashier, and New Account Specialist over a nine-year period for Dean Witter Reynolds. Carla is Series 65 registered.
Anastasia Taber, Associate Advisor
firstname.lastname@example.org | Phone: 703-380-0968
Alex Taber, Research Associate
Associate Advisor for TABER Asset Management since April 2021, received her Bachelor of Arts in English with a minor in Chinese from Georgetown University.
Prior to joining, she worked for one of the largest REITS in the U.S., as well as in property management and in accounting at a global law firm in Washington D.C.
Anastasia is Series 65 registered to develop advice for clients. She is working on obtaining the CFP designation (certification in financial planning) and is assisting with the company’s marketing efforts. She is a co-host with Bill of a personal finance podcast, Creating Wealth (available on this website, Apple Podcasts, Google, Spotify, and various podcast apps).
Research Associate for TABER Asset Management since 2014, received his Bachelors in Business Administration from the American Institute of Business with a major in accounting.
Alex is assisting with the company's investment research and management process and provides support for the delivery of our financial planning services. He is Series 65 registered.
Susan Taber, COO
COO for TABER Asset Management since 2014, She is a CPA and received her Bachelors in Business Administration degree in Accounting from the University of Iowa.
Susan is also responsible for financial reporting since the company’s inception in 1998. She provides government compliance oversight duties for the firm. She continues to operate Susan Taber Accounting Services, a sole proprietorship, providing bookkeeping and financial reporting services to small to mid-sized businesses.
Ready to Secure Your Financial Future? Contact Us Today.
Contact us if you have any questions about our approach, our services, or simply want to set up a time to meet and learn if we’re a good fit for you.