Investment Management is also known as portfolio management. It is a term that refers to the professional management of assets and securities such as bonds, shares and real estate among other types of assets. It is usually done with the aim of helping investors to reach specified investment objectives. Beneficiaries of Investment Management include institutions such as insurance companies, pension funds, corporations, and educational institutions or private investors who are individuals who have built investment contracts with managers or investment institutions. Services provided in investment management include asset allocation, financial statement analysis, plan implementation, monitoring of existing investments, and stock selection.
There are plenty of investment management firms around the world. However, some of the best firms in terms of asset management include BlackRock, The Vanguard Group, UBS, State Street Global Advisors, and Fidelity Investments respectively. They have been ranked based on the total number of assets under management.
About Mark Autterson
Mark Autterson is an investment management professional based in Denver, Colorado with over 20 years of experience in the investment, accounting, and financial service industry. Autterson graduated from Buena Vista University with a Bachelor’s Degree in Accounting. Mark Autterson worked as Vice-President of a $750 million investment company in Minnesota. He also has experience working as a representative with American Express and Royal Alliance. Mark Autterson is the founder of WIN Wealth Management.
Mark Autterson ensures that his clients develop investment strategies that are well aligned with their financial objectives. He also advises his clients on tax and estate planning matters and is also licensed as an Insurance Agent dealing with life insurance and long- term care insurance issues. He is currently working on WIN’s 401(k) plan providing portfolio analysis and investment research group advice to his firm’s largest client portfolios. Autterson boasts of expertise in stochastic modeling and multi-factor regression analysis.