Investment management is when a professional manages mainly securities, shares, and bonds for an investor in order to achieve specific financial goals. The investor can be a private investor, a pension fund, a charity, an insurance company, a corporation, or an educational establishment.
Asset management refers to the management of a collection of investments and generic management can be any form of institutional investments. An investment manager may have specialties including discretionary or advisory management for private and often wealthy investors. The services of an investment manager can include financial statement analysis, the selection of stocks or assets, consistent investment monitoring, and plan implementation.
According to a study that was conducted by a Boston Consulting Group, the fees for professionally managed assets reached $62.4 trillion in 2012. They were previously flat lined since they year 2007. The managed assets for industries were projected at $70.2 trillion by the end of 2013. Most fund managers have reported that more than half of the investments are distributed between only three funds.
Matthew Autterson helps his clients with their investment strategies so they are able to meet their individual goals. During the process Matthew Autterson helps his clients find the correct risk profile to match their requirements. He assists them with their investment portfolios and makes certain they understand the markets ups and downs. He gives his clients advice regarding estate and tax planning issues and is highly knowledgeable and skilled in his field. His advice and strategies are critical to the financial success of his clients.
Matthew Autterson has accumulated well over twenty years of experience in the fields of financial services, accounting and investing. He attended Buena Vista University where he earned his Bachelor’s degree in Accounting. His minor was in finances. He enjoys traveling, community service and spending time outdoors.