Abacus Wealth Partners LLC

Abacus Wealth Partners LLC

Abacus Wealth Partners LLC

Overview
Date Founded

1988

Headquarters

429 Santa Monica Boulevard,Suite 500,Santa Monica, CA 90401-3443

Type of Company

Private

Employees (Worldwide)

55

Industries

Investment Services & Portfolio Management
Other Insurance Services
Accounting & Financial Services
Other Business & Consulting Services

Company Description

Abacus Wealth Partners (AWP) employs an asset class investing approach. The firm looks at the performance of various asset classes over long periods of time to determine sector allocations for their models, then chooses no-load mutual funds to obtain the appropriate exposure to those asset classes. Their investment approach is based on the assumption that the securities markets are generally efficient. AWP does not engage in stock picking, believing that a well-diversified portfolio will outperform an actively managed portfolio over most full market cycles. They firm also does not engage in market timing, maintaining client allocations during all market cycles. AWP chooses investments based on their investment philosophy, which is grounded in investment research. They believe the markets are generally efficient and that stock picking and market timing cause dramatic underperformance for most managers. AWP generally utilizes passive institutional funds that are not available to the general public, and which capture the benefits of indexing while avoiding its drawbacks. These passive institutional funds serve as the core investment recommendations. The firm's core investment portfolios include exposure to equities and alternatives such as commodities. The sector allocations are most often accomplished through the selection of appropriate mutual funds.For accredited investors with significant investment, AWP offers the opportunity to invest in private investments. The firm applies environmental sustainability screens to certain mutual fund investments they manager for clients. Clients with significant investment assets may choose to have their investments screened by various social criteria. AWP works with an institutional investment advisor to implement these social screenings.

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Executives & Employees

Founder & Chief Executive Officer

Co-Founder & Executive Chairman

President

Partner & Chief Financial Officer

Chief Compliance Officer

Partner & Chief Information Officer

Financial Advisor & Partner

Financial Advisor & Partner

Financial Advisor & Partner

Board of Directors
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Recent Transactions
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Abacus Wealth Partners LLC purchases Critical Capital Management, Inc.

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