Investment management is the process of professionally managing securities and other assets to meet certain investment goals for the investors. The investors, in this case, include institutions such as pension funds, insurance companies, charities, corporations and educational establishments. Also, the investors can be private investors who can invest directly through investment contracts or collective investment schemes such as exchange-traded funds and mutual funds.
Most often, the term asset management is used to refer to collective investments’ management. Money management is a discretionary management or advice given by investment managers who specializes in investing on behalf of their wealthy private investors.
Investment management may be offered by independent investment managers or institutional investment managers. Independent investment management is when an individual specializes in giving advice on the various investment portfolios and gives recommendations on which is the best to invest in. Such independent investment management professional is Matthew Autterson, a man with experience in investment management who helps clients set the right financial goals with their investment strategy.
Investment management services involve financial statement analysis, stock selection, asset selection, plan implementation and monitoring of the investments. The business of asset management has many facets such as the employment of fund managers, dealing, research, internal auditing, settlement, marketing and preparation of clients’ reports.
At the center of the investment management industry is the fund managers who are tasked with investing and divesting client investments when it is necessary. They carry out an assessment of the clients’ needs and their risk profile and then recommend the appropriate investments.
About Matthew Autterson
Mr. Matthew Autterson is a professional independent investment manager situated in Denver, Colorado. He has a Bachelor’s degree in Accounting from Michigan State University and a minor from Buena Vista University in Finance. He is currently a board member in Falci Adaptive Biosystems, and he is also the Principal Wealth Advisor at WIN Wealth Management.
He is also a philanthropist with a diverse leadership experience. The man has also served as a board member for Denver Zoo as well as Denver Zoological Foundation. He was also the chairman of the Denver Hospice Board of Directors.
With over 25 years’ experience in financial management services, Mr. Autterson has held many prestigious positions for the largest chartered financial institutions in America.