Abacus Wealth International (AWI)

Abacus Wealth International provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to institutional entities such as state or municipal governments, non‑profit organizations, and business entities. The firm also offers a Manager‑of‑Managers program and its associated person holds insurance licenses and may offer insurance products alongside advisory services.

The firm develops allocation strategies through personal discussions and a written Personal Investment Policy Statement, then selects and monitors third‑party registered investment advisers to implement those strategies under its Manager‑of‑Managers program, receiving a portion of third‑party advisory fees. Abacus Wealth International discloses that its reported assets under management are handled on a primarily non‑discretionary basis and that it uses a mix of analytical approaches, including fundamental, technical, charting, and modern portfolio theory.

Compared with peers, AWI’s combination of institutional client work and an insurance brokerage affiliation is uncommon for an independent, solo adviser practice, and the brochure highlights the potential conflict of interest from insurance commissions and fee‑sharing arrangements with third‑party managers. The firm is also atypically small in scale—managing roughly $274,000 for two clients—while recently adopting the Manager‑of‑Managers model and formalizing custodial arrangements with major platforms.