Abacus Investment Advisors

Abacus Investment Advisors is a fee-only registered investment adviser that provides retirement and financial planning, discretionary investment management, and pension consulting to individuals, high‑net‑worth clients, and corporate pension or profit‑sharing plans. The firm implements model portfolios intended to align client accounts with stated risk tolerances and financial goals.

Investment management is delivered through a range of model portfolios composed primarily of mutual funds, ETFs and money market instruments and may also include individual stocks, bonds, structured products, partnership interests, and options; portfolios are monitored continuously and rebalanced as the investment committee deems necessary. The firm relies mainly on third‑party research and a mix of fundamental and technical analysis, and it performs at least an annual in‑depth review of each holding.

The firm’s principal also manages a separate accounting and tax practice and the brochure discloses an affiliation with that accounting business and a co‑owned real‑estate entity, with the principal reporting roughly half of their working time spent on tax and accounting activities—an arrangement the firm identifies as a potential conflict of interest. Abacus additionally provides pension plan consulting that includes plan reviews, participant investment recommendations, and employee meetings, and manages approximately $18.2 million in client assets across a small client base.