CUSTOMIZED INVESTMENT

SOLUTIONS

Construct customized client portfolios utilizing single managed accounts

Focus on directly purchasing and monitoring securities for clients (corporate bonds/equities) instead of using high-cost funds

Evaluate alternative investment solutions (Venture Capital, Real Estate, Private Equity) to compliment a client's portfolio

The benefit of active decision making to take advantage of evolving market conditions

SUPERVISORY

Assistance in opening investment accounts

Auditing of all bank and investment transactions

Custom reporting to your requirements

Liaise with tax and succession planning partners to provide

a comprehensive solution to all the client's financial needs 

ADVISORY

CONTACT US

ABACUS CAPITAL ADVISORS

110 EAST BROWARD, SUITE, 1704

FORT LAUDERDALE, FLORIDA 33301

OFFICE (954) 361-4210

info@abacus-adv.com