To Our Shoppers and Mates of Abacus,
2022 was a yr of development, affect, and continued power and resilience. Because the yr attracts to an finish, we need to specific our gratitude to you – our shoppers, colleagues, and buddies – for serving to us construct on the inspiration we name the Abacus group.
This yr, your continued help and engagement helped us broaden our affect and do real good on the earth by way of professional bono alternatives and charitable donations, ongoing work on variety, fairness, and inclusion, and our continued dedication to serving to remodel the world of finance right into a automobile for optimistic world change. Your help additionally allowed us to:
- Proceed our annual dedication to the BLX internship program, a charitable group whose mission is to make the demographics of the monetary planning occupation extra consultant of our nation’s inhabitants. Up to now, Abacus has hosted 10 interns by way of this system and employed three into our crew. We’re additionally collaborating in a year-end fundraising marketing campaign, matching as much as $10,000 in donations by way of December thirty first.
- Launch a $100,000 scholarship in 2023 with the Licensed Monetary Planner Board geared in the direction of selling variety inside the monetary providers occupation. 16 scholarships will likely be given out over the subsequent 4 years.
- Onboard over 120 new shoppers and provides voice to their finest hopes for securing their distinctive monetary futures. Many of those shoppers are referrals from you, our group, and we thanks on your belief in us.
- Full over 140 hours of professional bono monetary planning, whereas additionally increasing the content material out there in Abacus Academy, our free on-line studying useful resource.
- Efficiently implement co-leadership on the CEO and CIO positions in 2022, whereas experiencing many advantages from this transfer.
- Mindfully and publicly use our voice, talking with shoppers, colleagues, and the monetary group in ways in which really feel genuine to our firm’s values.
- Strengthen how our firm serves our shoppers and one another by way of improved definitions of function readability, accountability, and enhanced crew communication.
Largely, we proceed working to go away the world in a greater place than we discovered it, collectively endeavoring to align our values with cash, present a way of safety and legacy for our family members, and be accountable stewards of the planet.
Above all, Abacus doesn’t exist with out our invaluable shoppers and unbelievable crew members, nor the huge group of supporters and collaborators who come collectively to infuse the corporate with its authenticity and uniqueness. There’s merely no Abacus with out you.
To every of you, we are saying thanks on your kindness, curiosity, critiques, and connection. We hope to at all times honor your funding in us.
We want you peace and happiness in 2023.
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