About us

Abacus was established in 2020 with a mission to expand access to transparent and thoughtfully constructed investment management solutions. Our approach emphasizes disciplined portfolio design, cost awareness, and alignment with client goals.

Mauro Ferman, in his 23 years of investment experience, including working with $100M families, founded the firm with a desire to provide clients with transparent fee structures and personalized investment guidance. Drawing on his prior experience in larger financial institutions, he sought to build a firm centered on fiduciary principles and client alignment.

Portfolio Management

Real-time monitoring, research driven investment portfolio construction.

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Family 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

    Benjamin Martin

    Financial Advisor

    Rodrigo Carvalho

    Operations