Entity Types

Money Management Firm

Money Management firms, also known as Investment Management Firms or Portfolio Management Firms, diversify their clients’ portfolio by making well-timed investment decisions to further their finances and portfolios. Taking investor capitals to put it into investments including stocks, bonds, real estate, limited partnerships, and private equity, money management firms put these fueled funds into properties, shares, or other assets depending on the clients’ financial objective. They also venture on budgeting, saving, investing, and overseeing the capital usage, while also making investment decisions for large pools of funds, such as mutual funds or pension plans.