Abbit Management - How We Work

	CONTACT US! 616-842-0280 OR 1-800-232-2179

Keeping It Simple

We understand that investing can seem complicated. But it doesn’t have to be that way.
We eliminate the complication, and make things manageable. Our goal is to help you understand what you are doing, and why you are doing it. When you work with Abbit, you will always feel comfortable with how and where you are investing for the future.

Here’s what you can expect from us:

We will start with your needs, wherever you are in life.

We will speak in a language you can understand.

We will answer your questions thoughtfully and completely.

You will make decisions after being fully informed by us of the pros and cons.

You will always understand your investments: why you are making them, what they are costing you, and how they are performing.

We will charge you a straightforward management fee, and it will be shown on your statement.

All our recommendations will be made with your best interests in mind.

Our investment philosophy is informed by research-based data.

We will offer you options when life happens.

We will help you maximize your return for the level of risk you are comfortable taking.

If that kind of relationship sounds good to you, we invite you to contact us for a complimentary appointment.

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