Entity Types

Investment Management Firm

Investment Management Firms are experts in terms of devising strategies and executing trades within a financial portfolio. Choosing the right selection of investments from fast-growing, risky stocks to safe but slow-growing bonds, these firms also venture in banking, budgeting, and tax services and duties. Investment management firms manages their clients’ portfolio, and ensures the portfolio continues to aligh with the client’s goals, risk tolerance, and financial priorities. Investment management is also known as money management, portfolio management, or wealth management.