Spears Abacus is an employee owned investment management, financial planning and advisory firm. In 2007, single family office Abacus & Associates & their longtime adviser, Bill Spears, founded Spears Abacus to offer their advisory services to a wider pool of clients. Their shared vision for Spears Abacus was to offer high net worth & select institutional clients a unique advisory experience—one characterized by sophisticated research & direct relationships with the owners & operators of the firm. At SA, we take a straightforward approach to building lasting wealth. Our process relies on proprietary research, independent analysis, & knowledge of each client’s goals. We openly share & debate our thinking to provide clarity about how & where we invest. We manage equity, fixed income & balanced portfolios for individuals, families & institutions in separately managed accounts. In 2020, Integre Asset Management, an investment management firm founded in 2003 & led by Manny Weintraub, joined SA. We are excited to offer their investment strategies including Opportunistic Equity, MidCap Opportunities & Small Cap Dividend Growth. No opinion expressed in this account should be relied on as investment advice. Any mention of particular stocks or companies does not constitute and should not be considered an investment recommendation by Spears Abacus Advisors. The past performance of any stock discussed in this account is not a guarantee of future results. Current performance may be higher or lower. Any forward-looking statement made in this account is inherently uncertain and should not be relied upon as a statement of actual performance. Spears Abacus Advisors hereby disclaims any and all liability to anyone for any direct, indirect, implied, punitive, special, incidental, consequential, or other damages arising directly or indirectly from any use of or reliance on any view or opinion expressed in this account, all of which are provided as is and without any warranty.