Abacanto Holding is more than an investment firm. We are thoughtful stewards responsible for our clients, professionals, and community.

Abacanto Holding is an independent provider of investment-related consulting services for Retirement Plans, Nonprofits, Families, Individuals, and Family Offices.

Uncomon Service

At Abacanto Holding, you will find that our service is anything but common. Steady back-office support and reduced administrative burden for our clients are part of our uncommon standard of service delivery. Striving to deliver exceptional service and results to our clients is our highest priority. In 2023, we scored a Net Promoter Score of 86 in our client customer survey.

We are proud to be a charitably-focused firm

Abacanto Holding was built on a mission of stewardship.

Our commitment to philanthropy is woven through the fabric of our firm. We know that we can make the greatest impact on our community by supporting causes that are important to our neighbors, employees, and clients. We actively support our clients’ missions through financial contributions and community service projects.

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Mission

We are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals and community.

Vision

Building client trust and confidence through thoughtful stewardship, innovation and excellence.

Our Values

Unwavering Client ServiceOur clients come first. We expect each client to feel that they truly are our most important client. Quality client communication is crucial.

Unwavering Client Service

Our clients come first. We expect each client to feel that they truly are our most important client. Quality client communication is crucial.

Unwavering Client ServiceOur clients come first. We expect each client to feel that they truly are our most important client. Quality client communication is crucial.

Add Value to Clients

Clients trust us because we provide advice and services that are worth more than our compensation. We focus on effective stewardship of our clients’ unique needs.

Unwavering Client ServiceOur clients come first. We expect each client to feel that they truly are our most important client. Quality client communication is crucial.

Integrity

Based on the expertise and objectivity of Abacanto Holding's advice, our clients make informed and prudent decisions. Our clients know that their interests are our interests. We are a fiduciary, and we are unconflicted in meeting their needs.

Unwavering Client ServiceOur clients come first. We expect each client to feel that they truly are our most important client. Quality client communication is crucial.

Build Community

We must continually earn the respect of our clients. We strive to have our clients and associates consider themselves to be proud and privileged to be a part of our firm's success.