Printing tool Download PDF


A Lake Mary, Florida-based financial services firm, ABEO Investments provided clients with objective guidance on all aspects of portfolio planning and management. ABEO Investments’ team of trained professionals specialized in independent research specific to individuals’ long-term goals and expectations. The company’s holistic approach stressed the concept of financial planning as an ongoing conversation in which assets are reallocated as major transitions and life events occur. A distinct benefit of ABEO Investments’ client-focused approach involved convenient 24/7 online access to account information. Easily understandable account statements provided clear details of account performance and activities. In addition, high levels of customer support ensured that any questions were readily answered by experienced representatives. State-of the-art technologies included tools and resources to help people understand the complex dynamics of the financial market. Another aspect of ABEO Investments that clients valued involved the chance to work collaboratively with independent financial service partners. These professionals typically lived and worked in the communities they served, getting to know the specific needs of area residents. Rather than simply focusing on short-term portfolio performance, ABEO providers made every effort to act as true partners, and they enhanced clients’ personal satisfaction levels. The ABEO Investments team distinguished itself by offering quality alternative investment opportunities and maintaining positive returns from 2007 on. The company supported a number of charitable organizations, and it contributed primarily to orphanages that offered education to underserved children. ABEO also supported the efforts of the Christian ministry Call to Greatness, which assists underprivileged students and college students in life endeavors.