Abacus Portfolios builds and manages sustainable, low-cost, and globally diversified portfolios for individuals, foundations, and businesses with $75,000 or more to invest. We employ discipline, mindfulness, and the latest research and technology to create a more secure and rewarding future for our clients and the planet.
Our portfolios are primarily composed of no-load index-based funds which are not available to the general public, and as a fee-only® firm, we are compensated directly by our clients. No commissions or referral fees of any kind are received by Abacus or any of its employees or owners from third parties.
Find out why you should invest with Abacus Portfolios.
Our sister company, Abacus Wealth Partners offers comprehensive wealth management, philanthropic, and financial planning services for clients with a net worth of over $3 million. They are a national fee-only® wealth management and financial planning firm with offices in Philadelphia, Los Angeles, and the San Francisco Bay Area. The two companies share core values and the same experienced Investment Committee.
