About us

Abacus was established in 2020, in order to level the playing field and provide an objective, low cost, performance-focused investment management services for high-net-worth families.

Mauro Ferman, in his 21+ years of investment experience, including working with $100M families, started the firm as an alternative to the large banks that provided sub-par, high cost, investment advice.

Portfolio Management

Real-time monitoring, research driven investment portfolio construction.

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Familly Office

Comprehensive private client services and support for all our families.

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Team

    Mauro Ferman

    CEO & CIO

    William P. Smythe

    Portfolio Manager

    Leroi Sanchez

    Financial Advisor

    Jarvis Johnson

    Business Development - Sports

    Joel Moran

    Business Development - Panama

    Roy (Todd) Humphrey

    Financial Advisor