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, as the private wealth banking system was designed to financially incentivize bankers to choose investments not based upon what is best for the client, but what is best for the advisor.

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

    Jarvis Johnson

    Business Development - Sports

    Joel Moran

    Business Development - Panama

    Roy (Todd) Humphrey

    Financial Advisor