Privacy & Disclosures
Everyone deserves quality financial advice and peace of mind around their money.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications and other forms
- Information about your transactions through us or others
- Information we receive from a consumer reporting agency
We may disclose all of the information we collect, as described above, to nonaffiliated third parties that perform services on our behalf for your accounts.
Abacus seeks to protect Personal Information by implementing and maintaining reasonable physical, electronic, and procedural security measures and safeguards designed to protect Personal Information within our organization. Abacus provides employee training in the proper handling of Personal Information.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
The Abacus Logo, “Changing the world one portfolio at a time”, “Witness Investing”, and “Financial Intimacy” are trademarks of Abacus Wealth Partners.
Abacus is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Our Website contains previous newsletters where specific information may be dated and may no longer reflect Abacus Wealth Partners’ financial recommendations. Nothing on this site should be interpreted to state or imply that past results are an indication of future performance.
Abacus Wealth is an SEC registered investment adviser located in Santa Monica, California. Abacus Wealth and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which Abacus Wealth maintains clients. Abacus Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Links to Other Websites Disclaimer
This site may provide, or third parties may provide, links to other websites or resources. Abacus Wealth Partners, LLC has no control over such sites and resources, is not responsible for their availability, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. Abacus Wealth Partners, LLC shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them.
Abacus Wealth Partners, LLC makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated therein. All such information is provided solely for convenience and all users should be guided accordingly.
Abacus Wealth Partners, LLC Website
Abacus Wealth Partners, LLC (“Abacus ”) is an SEC registered investment adviser located in Santa Monica, California. A copy of Abacus current written disclosure Brochure discussing our advisory services and fees can be downloaded here.
Abacus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Abacus’s web site is limited to the dissemination of general information pertaining to its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Abacus’s web site on the Internet should not be construed by any consumer and/or prospective client as Abacus’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Abacus with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Abacus’s current written disclosure Brochure and Form CRS discussing Abacus ’s business operations, services, and fees is available on this website (linked below) and/or from Abacus upon written request. Abacus does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Abacus ’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Abacus ), will be profitable or equal any historical performance level(s).
Certain portions of Abacus’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Abacus (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Abacus or any other investment professional. Abacus is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Abacus’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Abacus, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Abacus’s website, to release and hold harmless Abacus, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Abacus.