Investment management is a key component of your financial picture, but is only one component of many. With a carefully constructed financial plan, we work collaboratively to chart a path for your investments that makes sense given all the other aspects of your plan.
While we’re happy to help you with investment management as a stand alone service, it is always best paired with comprehensive financial planning.
What is Investment Management?
Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
The term most often refers to managing the holdings within an investment portfolio, and the trading of them to achieve a specific investment objective. Investment management is also known as money management, portfolio management, or wealth management.