Our mission is to develop strong relationships by delivering high levels of personal service. Our success is directly contingent upon how dedicated we are to that relationship. Joe has been involved in the investment industry for twenty one years, 16 of them with Abbit Management Corp. He graduated from Grand Valley State University with a degree in finance.
Series 65 licensed, Joe enjoys working with numbers and finds talk about the yield curve interesting. Outside of work, he enjoys golfing, working in the yard and spending time with his family. Jim oversees the investment of client portfolios and devises strategies for attracting new clients to the firm.
Series 65 licensed, Joe enjoys working with numbers and finds talk about the yield curve interesting. Outside of work, he enjoys golfing, working in the yard and spending time with his family. Jim oversees the investment of client portfolios and devises strategies for attracting new clients to the firm.
Services
Abbit Management Corporation is an investment management firm. We've focused on helping clients achieve their investment goals since 1980. We can help you understand pre-need master trusting so that both you and your clients have peace of mind. We provide a free 800 number for faxing, an 800 number for phone calls, and pre-paid envelopes for deposits.
Abbit Management Corp is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees differ, and it is important for you, our client, to understand the differences.
Pre-need is more than just a pre-payment process. It's a business opportunity. You, as a provider, accept risk by agreeing to provide fixed-price services at some unknown point in the future. You should be earning a reward for that risk - and covering your future costs - by making a profit on the pre-payment.
There are major differences between a pre-need master trust and insurance. As a business owner, you must understand the impact of these two options on customer service and on your bottom line. A pre-need master trust places 100% of your contract price into investments. While there may be short-term fluctuations in value, the investments have traditionally seen upward trends over the long term.
There are only a few providers in Michigan who offer pre-need master trust services. That means your choice of providers is very important. After all.this is a business decision that will impact your income as well as your reputation. Who is watching over your money? Your money receives complete oversight from multiple parties when you invest with us.
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