What to Know About Investment Management?

Figuring out the best investment strategy can be extremely time-consuming and difficult. Going on to find the right investments can seem like a full-time job, so why not consider professional investment management? Simply put, an investment management firm is responsible for selecting and monitoring their client’s investment funds.

  • Figure of Man Reading Book Sitting on Coins

7 May 2021

Selecting the proper investments can be tricky because there are so many options available. An investment management professional can handle it all. There are three key tasks involved:

  1. Key Information - An investment management firm needs all the key information necessary to accurately create your personal portfolio. You’ll have to discuss how much you are willing to invest, how much of a return you’d like if you have a timeframe of when you have to access said funds, and how much you’re willing to risk. 
  2. Monitor Potential Investments - From shares in companies to government-issued bonds,  there are a plethora of potential investment avenues available today. An investment management professional monitors all potential investments and carefully calculates the risks and returns of each. This analysis is extremely important for potential success.
  3. Create Investment Strategies - Your own personal investment strategy will be created based on your key information and the research conducted for potential investments. In most cases, a diverse portfolio is best as a nice spread across different assets can reduce the risk of loss.

Investment management encompasses all different types of investments including:

Are you ready to get a handle on your investments? Contact J Edward Sellars for personalised investment management services. We proudly provide investment service to clients throughout the Clevedon, Somerset and Bristol, England areas. Give our investment managers a call today to discuss your needs and to schedule a consultation. We look forward to working with you.


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