Abacus Client Download __FULL_

Update your schedule and make your calendar visible to anyone that needs it, including your client. When unexpected situations make changes inevitable, AbacusLaw makes it easy to alert any impacted parties and proceed accordingly. The Microsoft Outlook integration puts powerful organizational tools at your fingertips, enabling efficient client communications.

As a Spears Abacus client, you work directly with the people who manage your portfolio. We give you a clearunderstanding of how and why we make decisions. Because your money is held by an outside custodian in highlyliquid assets, you may access it at any time, for any reason, without prior notification to us. There are noholding periods, gates or restrictions.

Abacus Client Download

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Rob co-founded Spears Abacus in 2007, and continues as President and Chief Investment Officer of Abacus andAssociates, Inc. He serves as our President and functions as a portfolio manager, analyst and client advisor.In addition to portfolio management, he has extensive experience in tax strategy, corporate finance, trust andestate administration, and financial planning.

Steve joined Spears Abacus in 2009 as a Principal, leading our business development and client serviceseffort. He also serves on our Investment Committee. Formerly the senior partner of a multi-generation familybusiness, Steve brings peer experience to our client services practice. His career has focused on publicequity markets since 1991.

Michele Cleary joined Spears Abacus in 2013. She is a Principal and Director of Operations andAdministration. Her primary role is to focus on our operations and client service function. She manages ourtrade, settlement and compliance operations. Michele began her career at Ark Asset Management. She worked invarious roles there, and was the Director of Client Administration prior to her departure in 2009. Michelejoined Lazard Wealth Management in 2009 as the Director of Operations where she was responsible for buildingand managing all operational aspects of the start-up wealth management business.

Marge joined Spears Abacus in 2007. She is a Principal and Chief Financial Officer. Her primary role isensuring clients continue to experience the competent administrative service they have come to expect from us.Marge and her staff fulfill requests for transfers, reports, and information with care and diligence.

Bob joined Spears Abacus as a Principal in 2011. His wide-ranging responsibilities include portfoliomanagement, client advisory services, and business development. Bob is a member of the Investment Committee.

Alina was previously a Client Administration Associate at The Permal Group, now EnTrust Global, beginning in2011. She coordinated the onboarding and maintenance of funds and direct client accounts across the firm.

Since joining Spears Abacus in 2014, Lisa has brought her skills to a wide range of projects and functions.In addition to her primary role as Executive Assistant to the Chairman and the Chief Financial Officer, Lisakeeps the office running efficiently and is involved in various aspects of client support.

Diana joined Spears Abacus as a Portfolio Administrator in 2009. She has a pivotal role as a part of theoperations and settlement team where she is responsible for a dedicated group of client accounts.

Abacus is actively seeking a new graduate of Civil Engineering. The ideal individual will have the potential to grow and advance within our civil engineering department and to assist with all aspects of civil design. Candidates will be expected to possess the ability to maintain strong client relationships, as well as help build and establish new ones. Great communication skills are a must! Other responsibilities would include:

Our civil engineering department functions as a company within our company. Many civil projects originate through our architectural department, but others come to us as projects unrelated to our architecture assignments. With an expanded team in place we can pursue more of these independent civil projects, and also strengthen the in-house civil engineering we offer our architectural clients.

Abacus was founded in 2003 to be an employee-owned firm, and over the years we have offered ownership to those who have shown leadership. Positions are available in both our Milwaukee and Sheboygan offices. If you, or someone you know, is interested in this opportunity to become an integral member of a firm that places relationships with colleagues and clients first, please contact Joel Van Ess, VP of Civil Engineering.

Abacus is actively seeking a Civil Engineer with 3+ years experience to lead in all aspects of civil design. Candidates will be expected to possess the ability to maintain strong client relationships, as well as help build and establish new ones. Great communication skills are a must! Other responsibilities would include:

Today, Abacus Architects, Inc. is a full-service firm deeply committed to enhancing human lives and enterprises through the practice of architecture. We apply our expertise in architecture, civil engineering, interior design, lean concepts + consulting, master planning, facility + site studies, and construction administration to help our clients maximize their success.

Our offices are located in two of the oldest buildings in Sheboygan and Milwaukee, but our attitude is decidedly young. Offering large-firm resources with small-firm attention, we partner with clients to create projects that have meaning.

Abacus offers client partners a comprehensive suite of services and programs that enhance business productivity and ensure that your company maintains optimal efficiency across all systems. In addition to a wide range of customized IT solutions, Abacus is a managed service provider offering customers an extensive suite of business IT support services ranging from break/fix and project work to fixed-budget all-in-one support contracts.

Abacus Service Corporation was founded in Farmington Hills, Michigan and has grown to become a nationwide presence with offices in 16 locations and two international offices. Through our locations, we have been able to offer our clients cost-effective, quality solutions and services regardless of the geographic coverage.

We are MBE and WBE certified nationally and uphold our commitment to diversity by adhering to a philosophy of recruiting employees from diverse backgrounds. Our extensive experience, passion to deliver the best in class solutions, and dedication to customer service has allowed us to become the preferred workforce ally of our clientele.

Our ability to provide exceptional services while achieving our clients organizational goals has facilitated our growth and enabled us to be a chosen partner of workforce solutions. We understand surpassing our clients expectations enables our clients to remain competitive today and viable as a partner in the future. Abacus is ready to deliver your organization the right solution.

Clio understands the obligations firms have to uphold tight security standards when dealing with sensitive client data. Clio performs regular automatic backups and makes use of geo-redundant servers to protect from physical threats. Our dedicated cybersecurity team monitors the software around the clock.

Today's business environment is challenging. Like any organization, accounting and law firms need to constantly adapt, learn new ways of working, serve the changing needs of clients and remain competitive. Abacus Worldwide is a cost-effective tool whose mission is to help accounting and law firms grow and thrive today and tomorrow.

Abacus Worldwide is an alliance comprised of independently owned and managed professional service firms providing direct access to law firms and accounting firms in every region of the world. As a multi-discipline membership association, both law and accounting firms join Abacus in order to support international business referrals, participate in knowledge exchange and gain access to practice management tools all to better serve their growing clients.

Members not only benefit from in-bound referrals and national and international client support, but also from practice management roundtables and knowledge exchange through our virtual meetings and in-person events.

"It is a huge advantage to be able to connect and engage with likeminded professionals around the world. We share a client first approach with fellow Abacus Worldwide firms and that makes us proud to be members." ff782bc1db