How often and when are Abacus Investment Committee members consulted regarding client accounts?
Our Investment Committee meets approximately every six weeks. The Committee focuses on firm-wide investment issues and defines which investments are acceptable for Abacus clients. The Committee does not review individual client accounts. However, every advisor is assigned to a member of the Investment Committee to review individual client situations as they arise. In addition, Abacus has multiple internal audit functions to ensure that your accounts are in line with Investment Committee directives.
