Investment management is the term given for the management of any assets a person may have, bonds, securities, and shares or any other type of asset, real estate included. An investment manager will help the investor to meet specified goals for his or her benefit.
Not only private citizens but institutions such as pension funds charities, educational establishments, and insurance companies also invest their capital. They can do this by either direct investment via investment contracts or use the more common collective investment schemes which are mutual funds or exchange-traded funds.
The term asset management refers to the management of collective investments and the fund management refers to all other forms of institutional investment management including private investors. There is also “Private Banking” where the investment managers specialise in discretionary or advisory management and are done on behalf of, usually wealthy private investors.
Some of the top investment management firms in the country are Ameriprise Financial, Charles Schwab & Co., Raymond James, Morgan Stanley, and Ameritrade. These are just a few of the many reliable investment management firms.
If you live in the Denver area, Matthew Autterson and independent investment management professional and has been in the industry for 26 years,the last 8 years with Win Wealth Management Inc.
Mathew Autterson has earned his PFS, personal financial specialist which requires them to become a CPA first, and CFP, certified financial planner. The CFP have more extensive training and education than regular financial planners.
Matthew Autterson and Win Wealth Management will be able to advise on financial planning, Portfolio Management for both small business and individuals. They also help with pension planning by assisting in the development of a pension plan that will provide the most to its participants and the beneficiaries.
Matthew Autterson graduated from Michigan State University and has the expertise to put people on the right track with their investments.