Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Allow from all Order Deny,Allow Allow from all Order Deny,Allow Allow from all Options -Indexes Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Deny from all Order Deny,Allow Allow from all Order Deny,Allow Allow from all Order Deny,Allow Allow from all Options -Indexes Investment Management – FINOVISOR

FINOVISOR

  • contactus@finovisor.com
  • 94380 16411
  • 9861779442
Facebook-f Twitter Instagram
Menu

Investment Planning

What is Investment Planning?

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.

Book Your Free Consultancy

Key Takeaways

  • Investment management refers to the handling of financial assets and other investments by professionals for clients
  • Clients of investment managers can be either individual or institutional investors.
  • Investment management includes devising strategies and executing trades within a financial portfolio.
  • Investment management firms handling over $25 million in assets must register with the SEC and accept fiduciary responsibility toward clients.
  • Government Companies
Book Your Free Consultancy
Need Help?