Daniel Wetchler's Contact Details

Daniel Wetchler's Company Details

Spears Abacus Advisors LLC

New York, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

At Spears Abacus, we take a straightforward approach to building lasting wealth. Our process relies on proprietary research, independent analysis, and knowledge of each client's goals. We openly share and debate our thinking to provide clarity about how and where we invest.We manage equity, fixed income and balanced portfolios for individuals, families and institutions in separately managed accounts.History: In 2007, single family office Abacus & Associates and their longtime adviser, Bill Spears, founded Spears Abacus to offer their services to a wider pool of clients. Their shared vision for Spears Abacus was to offer high net worth and select institutional clients a unique advisory experience—one characterized by sophisticated research and direct relationships with the owners and operators of the firm.In 2020, Integre Asset Management, LLC, an investment management firm founded in 2003 and led by Manny Weintraub, joined Spears Abacus. We are excited to offer their investment strategies including Opportunistic Equity, MidCap Opportunities & Small Cap Dividend Growth in addition to our bespoke client portfolios.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 LLC. 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 LLC 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.