This quarter, we are focusing our newsletter on new technology that can help you better access your Abacus account information. A few years ago we revamped our paper/PDF quarterly reports and launched the first version of our Web portal. Now we are updating our systems. We are thrilled to report that our technology partners have worked hard on our new Web portal, and we hope you’ll agree that they have succeeded.
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Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Abacus Wealth Partner’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.
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