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Investment-management United States Page 3 - investment management wealth management

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

Retirement Advice by The Harvest Group in Waltham

800 South St Suite 200, Waltham, 02453
844-996-3300

The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that takes a long-term perspective to growing individual and family wealth. The firm's fiduciary duty is to always act in the client's best interest, and they understand ...

Retirement Planning, Wealth Management, Estate planning, Investment management

Team Financial Strategies in Abilene

1174 North 3rd Street, Abilene, 79601
3254801587
Closed now

Team Financial Strategies is a Fee-Only Financial Planning and Investment Management firm in Abilene and Granbury, TX. The advisors at Team Financial Strategies work with clients in special areas such as rolling over retirement plans, net unrealized appreciation ...

investment adviser, investment advisor, financial planner, estate assistance

Retirement Advice By The Harvest Group in Waltham

800 South St Suite 200, Waltham, 02453
888-987-9771

The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that understands that family dynamics play an important role in family wealth management. They offer comprehensive wealth management services through their proprietary ...

Estate planning, Financial Planning, Investment Management, Life Event Planning

ACG Investment Management LLC in Atlanta

3333 Piedmont Rd. NE Suite 2010 Atlanta, GA 30305, Atlanta, 30305
404-893-4100

ACG Investment Management LLC is an organization that advises clients regarding financial investments. The owner Greg Silberman shares information regarding: 1. Financial market 2. Potential opportunities in private markets 3. Ideas for sourcing and structuring ...

Private Wealth And Asset Management Services

ACG Investment Management LLC in Atlanta, GA

3333 Piedmont Rd. NE Suite 2010, Atlanta, GA, 30305
404-893-4100

ACG Investment Management LLC is a leading investment company is Atlanta. Its owner, Greg Silberman specializes in Alternative Investment for families, institutions, and individuals. Through this, he tries to achieve his objective of directing clients ...

Strategies of Long Term Invest, wealth and asset management se, Family Office Investment strat, Private Wealth And Asset Manag

Sheffield Investment Management , Inc. in Atlanta

900 Circle 75 Parkway Suite 750, Atlanta, 30339
(770) 953-1597

Since 1979, Sheffield Investment Management, Inc. (SIMI) has managed accounts for families, trusts and qualified retirement plans. Clients' accounts are typically diversified across a variety of asset classes which may include domestic and foreign equities ...

brokerage, investment counseling

MTB Investment Advisors , Inc. in Baltimore

100 East Pratt Street 17 Th Floor, Baltimore, 21202
(410) 986-5600

MTB Investment Advisors (MTBIA) is a registered investment advisor with over $14.1 billion in assets under management as of March 1, 2009. Headquartered in Baltimore, Maryland, we have eight other offices from Washington, D.C. to Buffalo, New York. We ...

asset allocation, brokerage, wtia, economic commentary

Communications Business Broker in Brentwood

3601 Hempstead Tpke., Brentwood, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Communication Business. We protect our clients' private and confidential information ...

business brokerage, investment banking, acquisitions, agent

Sanitary Services Broker in Brentwood

3601 Hempstead Tpke., Brentwood, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Sanitary Services. We protect our clients' private and confidential information about ...

business brokerage, investment banking, acquisitions, agent

ClothingStoreBroker.com in Levittown

3601 Hempstead Tpke., Levittown, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Clothing Businesses. We protect our clients' private and confidential information about ...

business brokerage, investment banking, acquisitions, agent

Mcdonalds Broker in Brentwood

3601 Hempstead Tpke., Brentwood, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Franchises. We protect our clients' private and confidential information about their ...

business brokerage, investment banking, acquisitions, agent

ApartmentBuildingBroker.com in Mobile

3601 Hempstead Tpke., Mobile, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Apartment Building Businesses. We protect our clients' private and confidential information ...

business brokerage, investment banking, acquisitions, agent

Brownson , Rehmus & Foxworth , Inc. in Chicago

200 South Wacker Drive Suite 2300, Chicago, 60606
(312) 346-5850

Brownson, Rehmus & Foxworth, Inc. (BRF) provides independent, comprehensive financial counseling and investment advice to wealthy families, high-income individuals and senior corporate executives. Founded in 1969, the firm serves as the primary financial ...

accounting & accounting services, financial consulting, advisory, family office

The Bank of New York Company , Inc. in Chicago

One Wall St 10Th Fl, Chicago, 10286
(212) 495-1784

The Bank of New York Company, Inc. (NYSE: BK) is a global leader in providing a comprehensive array of services that enable institutions and individuals to move and manage their financial assets in more than 100 markets worldwide. The Company has a long ...

alternative investment services, asset servicing, banking, broker-dealer

AmbulanceBusinessBroker.com in Mobile

3601 Hempstead Tpke., Mobile, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Health Stores. We protect our clients' private and confidential information about their ...

business brokerage, investment banking, acquisitions, agent

FoodServiceBusinessBroker.com in Levittown

3601 Hempstead Tpke., Levittown, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Food Service Businesses. We protect our clients' private and confidential information ...

business brokerage, investment banking, acquisitions, agent

AirlineBusinessBroker.com in Mobile

3601 Hempstead Tpke., Mobile, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Airline Businesses. We protect our clients' private and confidential information about ...

business brokerage, investment banking, acquisitions, agent

Windham Brannon , P.C. in Atlanta

1355 Peachtree St NE Suite 200, Atlanta, 30309
(404) 898-2000

Windham Brannon Principals have served at the highest levels of local and national professional organizations, allowing them to further increase their expertise and the Firm's reputation as a leading professional organization. Most of our key personnel ...

accounting & accounting services, certified public accounting, accounting services, advisory services

The Bank of New York Company , Inc. in New York

One Wall St 10Th Fl, New York, 10286
(212) 495-1784

The Bank of New York Company, Inc. (NYSE: BK) is a global leader in providing a comprehensive array of services that enable institutions and individuals to move and manage their financial assets in more than 100 markets worldwide. The Company has a long ...

alternative investment services, asset servicing, banking, broker-dealer

Beauty Salon Broker in Brentwood

3601 Hempstead Tpke., Brentwood, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Beauty Salons. We protect our clients' private and confidential information about their ...

business brokerage, investment banking, acquisitions, agent

Stephens Investment Management LLC in San Francisco

One Ferry Building Suite 255, San Francisco, 94111
(415) 677-5440

Stephens Investment Management, LLC (SIM) is a San Francisco-based investment firm. SIM is the general partner of a US + Asia long/short hedge fund. Bart and Brad Stephens are the Founders and Managing Partners of Stephens Investment Management, LLC. Paul ...

hedge fund, investment banking

BilliardBroker.com in Mobile

3601 Hempstead Tpke., Mobile, 11756
(516) 520-2000

Business Brokerage, Mergers and Acquisitions firm, with affiliates throughout the United States. Our sole purpose is to represent buyers and sellers in the purchase of Billiar Business. We protect our clients' private and confidential information about ...

business brokerage, investment banking, acquisitions, agent

Philo Smith & Co. in Newton

695 East Main Street, Newton, 06901
(203) 348-7365

Organized in 1962, Philo Smith & Co. is one of the principal independent investment banking firms specializing in insurance and other finance services companies. It provides three types of services to clients: Insurance Mergers & Acquisitions Advisory ...

independent investment, investment banking, acquisitions advisory, acquisitions company

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