Abacus Capital Advisors philosophy focuses on helping clients grow their wealth responsibly. 

We focus on research-based, transparent and conflict-free investment advice.

 

Throughout our experience, we have found that most investors are unhappy with traditional advisors. Such advisors typically rebalance accounts once a year and invest in funds with high fees, which contain an obscure “Black Box” of securities.

 

Instead, we construct customized portfolios of individual bonds and equities based on your investment goals. These companies are thoroughly researched and are monitored daily.

 

At Abacus, we never take custody of your account. We only have discretionary permission to trade on your behalf at your preferred brokerage account.

 

With these principles, we can provide our clients with a transparent, active and conflict-free investing experience.