Investment management refers to the professional assets management of different securities like bonds, shares among other assets like real estate belonging to an investor. The management is done to attain specified financial goals for the benefits of the investor. The assets are handled by professionals who are qualified and have vast knowledge in the investment industry. These investors may be institutions for example charities, corporations, insurance companies or they may be private investors in two ways. You can do so through investment contracts or mutual funds.
The main beneficiaries of investment management are the investors. This is due to the services they receive from their fund manager or investment advisor. These include a plan implementation where the investment manager helps the investor to come up with a plan to assist them to reach their investment goals. Then there is regular monitoring and consultation they would receive on their investments. Assets and stock selection with financial statement analysis are also among the services rendered to the investor.
Some of the top management firms ranked by Investment and Pension Europe (IPE) are BlackRock based in US and UK, Fidelity Investments based in the US, PIMCO based in the US, UK and Germany and Amundi based in France among others. The success of these top firms is credited to their excellent service providence to their clients. They ensure transparency and deliver greater value on fees. This creates stability and eventually success for their clients.
About Matthew Autterson
Matthew Autterson is a principal investment advisor working at WIN Wealth Management. With his experience of over 20 years in the financial, accounting and investment industry, Matthew Autterson assists his clients to plan their investments in such a way that they would achieve their financial goals. In an ongoing process, Matthew helps the customer see risks presents in their investments and also offer constant consultations to maintain the discipline to his clients during the ups and downs in the market. Matthew also advises on tax issues and estate planning. Further, Autterson has a licensed life insurance agent offering consultations on life insurance policy to his clients.
Matthew Autterson graduated from Buena Vista University with a bachelor’s degree in accounting and also a minor in Finance. Before he co-founded WIN Wealth Management, he was the vice president of Registered Investment Advisor based in Minneapolis, Minnesota. Currently, Matthew is based in Denver, Colorado.