To Our Shoppers and Associates of Abacus,
2022 was a yr of progress, affect, and continued energy and resilience. Because the yr attracts to an finish, we wish to categorical our gratitude to you – our purchasers, colleagues, and pals – for serving to us construct on the inspiration we name the Abacus group.
This yr, your continued assist and engagement helped us broaden our affect and do real good on the earth by means of professional bono alternatives and charitable donations, ongoing work on range, fairness, and inclusion, and our continued dedication to serving to remodel the world of finance right into a car for optimistic world change. Your assist 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. To this point, Abacus has hosted 10 interns by means of this system and employed three into our workforce. We’re additionally collaborating in a year-end fundraising marketing campaign, matching as much as $10,000 in donations by means of December thirty first.
- Launch a $100,000 scholarship in 2023 with the Licensed Monetary Planner Board geared in the direction of selling range inside the monetary providers occupation. 16 scholarships will probably be given out over the subsequent 4 years.
- Onboard over 120 new purchasers and provides voice to their finest hopes for securing their distinctive monetary futures. Many of those purchasers are referrals from you, our group, and we thanks in your belief in us.
- Full over 140 hours of professional bono monetary planning, whereas additionally increasing the content material obtainable 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 purchasers, colleagues, and the monetary group in ways in which really feel genuine to our firm’s values.
- Strengthen how our firm serves our purchasers and one another by means of improved definitions of function readability, accountability, and enhanced workforce communication.
Principally, we proceed working to depart 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 purchasers and unbelievable workforce 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 in 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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