Whether employing a conservative, moderate, or aggressive investment style for a client’s portfolio the goal is always the balance between risk and bottom line when exercising investment management.
What Is Investment Management?
The governance of an array of securities by an investment manager who has mastered strategies for the purchasing and selling of investments within client portfolios.
What Are Securities?
Securities fall into three broad categories:
- Debt Securities (fixed income securities)
- Equity Securities (common stocks)
- Derivative Securities (various forms of options contracts)
Who Would Benefit From Investment Management?
*Anyone who is close to retirement
*Anyone wanting to save for the future
*Anyone desiring to establish an undeviating positive cash flow from your portfolio
Who Is Mark Autterson?
With over 20 years in the accounting, investment and financial services fields Mark Autterson uses his expert experience to generate growth for his client’s portfolios. He’s represented major brands like American Express and Royal Alliance.
Mr. Autterson Currently Functions At WIN Wealth Management as a Wealth Advisor. He guides clients with personalized strategies to benefit and maximize their investments while reducing risk.
What Are The Best Investment Firms?
Top 10 Investment Managers of 2016
Company Country Total 2016
1 BlackRock US/UK 4,398,439
2 Vanguard Asset Management US/UK 3,091,979
3 State Street Global Advisors US/UK 2,066,479
4 Fidelity Investments US 1,830,330
5 BNY Mellon Investment Management US/UK 1,492,895
6 J.P. Morgan Asset Management US/UK 1,361,178
7 PIMCO US/Germany 1,321,158
8 Capital Group US 1,272,080
9 Prudential Financial US 1,089,737
10 Legal & General Investment Mngt. UK 1,012,389
Thos who fail to plan must plan to fail. This is so true and we never see the rainy day until we’re getting soaked. When thinking of how to supplement your income consider speaking with an Investment Manager?