Broker Check

1990 Main Street, Suite 750, Sarasota, FL 34236

913 338-2400
Jeff@Lashleywm.com
Account Access

Investment Management

Investment has long been one of the best ways to grow your wealth, and there's an entire world of professionals who swear by different strategies and approaches. While you can try to do your research and understand it on your own, it's often advisable to seek advice and delegate day-to-day management to a dedicated investment manager. This is doubly true if you have an objective in your investment, such as meeting retirement goals.

What Is Investment Management?

Investment management is the art of managing investment assets for various clients, from individuals to large institutions. Investment is remarkably complex, so many opt to place their trust in a portfolio manager. The client can be highly involved in the process and treat their manager primarily as an adviser, or they can delegate running their investment portfolios in their entirety.

FAQs

FAQs

What Are the Types of Investment Management?

There are four core types of investment management, and each pertains to different sorts of assets. These are stocks, bonds, real estate, and commodities. You might rely on a single investment manager for your entire portfolio or opt to pursue specialized services that focus on

Why Is Investment Management Important?

Investment and portfolio management have numerous benefits that each contribute to the importance of the service. For one, portfolio managers have put a great deal of time into studying various assets and often have rich experience in the industry, which can help them make sound judgments. Additionally, saving time and stress from managing your investments on your own allows the client to focus on their full-time commitments.

What Are the Objectives of Investment Management?

Investment management has the same core objectives as investment: reducing income tax burden, generating passive income, and hedging against inflation. It does have additional objectives, such as aiming to achieve greater results with a lower time investment by entrusting your portfolio to a manager.

Learn More About Investment Management

Turning to expert investment managers is a time-tested way to get industry-class guidance on how to best make your money work for you. Get in touch with us today to find out more about the value of our investment and portfolio management services.