Portfolio Management
Abacus Capital Advisors is a research-driven firm that builds and monitors investment portfolios for entrepreneurs and high net worth families.
With our emphasis on research and individual security selection instead of utilizing funds and ETFs, our differentiated investment strategy presents several advantages to the traditional investment model employed by other wealth managers and banks
Benefits and advantages
Customization
Our portfolios are highly customizable to meet our client’s long-term investment objectives. We can tailor each portfolio to meet the client’s liquidity needs, income distribution and other necessities that can be modified at any given time.
Transparency
Our individual security selection allows our clients to follow with the uttermost transparency the daily evolution of the investment portfolio. Our clients are not limited to a fund NAV price but instead can see the daily evolution in the price of each individual bond and equity.
Cost
By eliminating expensive management fees associated with funds and ETFs, we remove a layer of fees that clients are normally charged by traditional wealth managers and banks.
Risk Management
Our individual security selection approach allows better risk management as different parts of the portfolio can be rapidly adapted to different market conditions and cycles.
Investment Products
Our research-driven investment process draws on opportunities across public and private markets.