Menno Insurance Service Inc is a large advisory firm based in Goshen. It manages $500.56 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.
Menno Insurance Service provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Menno Insurance Service Inc is $500.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Menno Insurance Service Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Loren Burkey has been acting as President since 1 Dec 1993. Inc. Mma Holdings joined the executive team most recently as the Owner.
The principal office where Menno Insurance Service Inc performs its advisory services is located at 1110 N Main St, Goshen, IN 46528 The mailing address of the firm is P.O. Box 483, Goshen, IN 46527. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 574-533-9511 or by fax 574-533-5264. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.mma-online.org.