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Investment-management United States

Investment management is the profession of asset management for a range of securities including bonds, shares and real estate to meet the goals of investors. The investors include insurance companies, charities educational establishments, pension funds and corporations, as well as private investors who make investment...
Investment management is the profession of asset management for a range of securities including bonds, shares and real estate to meet the goals of investors. The investors include insurance companies, charities educational establishments, pension funds and corporations, as well as private investors who make investment contracts or participate in collective investment schemes such as exchange-traded funds or mutual funds. Investment managers or investment advisors may specialize in advisory or discretionary management for wealthy investors which they call money management or portfolio management which is a part of private banking.
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2791 results for Investment-management

FCA Corp: Wealth Management and Financial Planning in Houston

791 Town and Country Blvd., Ste. 250, Houston, 77024
(713) 781-2856

Since 1975, FCA Corp has been dedicated to empowering clients by helping them make confident and well-informed financial decisions to achieve their life goals. As your trusted partner for life, our time-tested wealth management process and unwavering commitment ...

financial advisor, financial planner, financial planning, investment management

Riverbend Wealth Management in Myrtle Beach

1341 44th Avenue North, Myrtle Beach, 29577
8439701049
Closed now

Riverbend Wealth Management, nestled in the heart of Myrtle Beach, stands as a beacon of financial guidance and strategic wealth management for individuals and business owners alike. As a premier financial advisor in Myrtle Beach, our ethos is grounded ...

financial planning, financial consultant, financial consulting, wealth management

Alison Wealth Management in Palo Alto

530 Lytton Avenue, Palo Alto, 94301
8886173402
Closed now

Alison Wealth Management offers a streamlined approach to holistic wealth management, combining tax, investment, & advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the ...

fiduciary, financial advisor, wealth management, investment advisor

Alison Wealth Management in Mt Pleasant

75 Port City Landing, Mt Pleasant, 29464
8886173402
Closed now

Alison Wealth Management offers a streamlined approach to holistic wealth management, combining tax, investment, & advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the ...

fiduciary, financial advisor, wealth management, investment advisor

Rockbridge Investment Management, LLC in Syracuse, NY, USA

220 South Warren Street, Syracuse, NY, USA, 13202
315-671-0588

At Rockbridge, we provide straightforward, rock-solid, fee only investment advice in terms you can understand without unnecessary costs or complexity. We’re a fee-only financial advisor, so there’s never any conflict of interest. And we insist on complete ...

financial consultant, financial planner, investment service

DKC Lending LLC in Clearwater

2541 Ulmerton Road, Clearwater, 33762
7279778480
Closed now

DKC Lending is a private hard money lender that offers hard money lending services to real estate investors. We provide borrowers with personalized loan consultation services and funding. DKC has a variety of funding sources, which allows us to match the ...

real estate loans, financial services, investment management, investments

Froehlich Financial Group, LTD in Spring Lake

900 New Jersey 71, Spring Lake, 07762
7329743770
Closed now

Froehlich financial group is a trusted provider of financial services with a foundation built on integrity, trust, and extensive experience. We are driven by the confidence of our clients who value our consistent actions and words. From wealth management ...

financial services, wealth management, investment management, financial advisor

Antioch Wealth Management in Lubbock

4906 Lakeridge Drive, Lubbock, 79424
8066876870
Closed now

We're a Lubbock, Texas-based team of advisors and client service associates with a love for guiding others to their financial goals. We have a real passion for family. We believe serving our clients makes a meaningful difference in their lives and the ...

investment management, financial planners, financial planning consultants, financial services

Boerkoel & Boerkoel LTD. in Grand Rapids

946 Cherry Street Southeast, Grand Rapids, 49506
6164512924
Closed now

Boerkoel & Boerkoel Ltd. is a full-service accounting firm serving clients throughout Grand Rapids, MI, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. For more information ...

accounting, accountant, financial help, finances

Allon Planning Partners in Chattanooga

7110 East Brainerd Road, Chattanooga, 37421
4233151441
Closed now

Allon Planning Partners is an independent comprehensive financial planning firm, made up of a team of fiduciary advisors. It's our mission to serve through providing services such as financial planning, investment management, estate and retirement planning ...

estate planning, financial advisor, financial planning, investment management

Emerj360 in La Crosse

230 Front Street North, Suite 100, La Crosse, 54601
833-637-5360

Digital Investing + Financial Planning + Real People Emerj360 helps investors who have greater than $50,000 in investable assets in a wide range of scenarios, from retirees with questions about making their money last to people nearing retirement or those ...

financial planning, investment management, financial coaching, retirement planning

Stifel in Walker

117 6th Street South, Walker, 56484
2185473526
Closed now

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals. The iconic image of the bull and bear shows the dedication ...

financial services, financial planners, financial planning consultants, investment advisory service

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