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CONTACTS AT ABACUSFINADVISORS.COM

Abacus Financial Advisors

Stephen Batzell

350 ●●●● Ave

#●8

Arl●●●ton , Massachusetts, 02474

UNITED STATES

781 ●●●●9888
781 ●●●●9889
st●●●●●●●●●●@yahoo.com

View this contact

Abacus Financial Advisors

Stephen Batzell

350 ●●●● Ave

#●8

Arl●●●ton , Massachusetts, 02474

UNITED STATES

781 ●●●●9888
781 ●●●●9889
st●●●●●●●●●●@yahoo.com

View this contact

Abacus Financial Advisors

Stephen Batzell

350 ●●●● Ave

#●8

Arl●●●ton , Massachusetts, 02474

UNITED STATES

781 ●●●●9888
781 ●●●●9889
st●●●●●●●●●●@yahoo.com

View this contact

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Accumulation and Preservation of Wealth Retirement Planning. Education Funds Lifestyle Changes Charitable Giving. HOME ABOUT 5-STEP PROCESS CONTACT.

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Accumulation and Preservation of Wealth Retirement Planning. Education Funds Lifestyle Changes Charitable Giving. HOME ABOUT 5-STEP PROCESS CONTACT.

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5-Step Process

http://www.abacusfinadvisors.com/5-step-process.html

5-Step Investment Process. Our 5-step process works for individuals, families, and institutions. Insuring that your goals are met. Analyze the current portfolio, paying close attention to risk tolerance, liquidity needs, time horizon, asset class restrictions or preferences, and overall performance. 3 INVESTMENT POLICY STATEMENT. 4 SELECTION OF BEST INVESTMENT TOOLS. Supervise the portfolio on a continuing basis, providing timely reports to help assure that the stated goals are meant and appropriate benc...

3

Steve

http://www.abacusfinadvisors.com/steve.html

STEPHEN W. BATZELL, CFA, is Chief Investment Officer at Abacus. Steve has more that twenty-five years of investment experience working with individuals, families, non-profit organizations, and large pension plans. His previous business experience includes chief investment officer at Manchester Capital Management; director of ING/Baring Securities; and vice president at State Street Global Advisors. Among his various community activities, Steve currently teaches at the Cambridge Center for Adult Education.

4

map

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HOME ABOUT 5-STEP PROCESS CONTACT.

5

Ruby

http://www.abacusfinadvisors.com/ruby.html

RUBY Y. CHOU is head of accounting and advises clients on tax matters. Her previous business experience includes Chief Financial Office of a manufacturer of industrial and building products, and managing accounting and shareholder services for The Yankee Funds' Limited Partnerships. She has a Master's Degree in Finance from the University of Scranton. And a degree in Banking and Insurance from Taipei University. HOME ABOUT 5-STEP PROCESS CONTACT.

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