What Is Investment Management?

Investment managers do more than just buy and sell stocks for you. They help you set up a portfolio strategy based on your long-term goals, select an appropriate asset allocation, monitor investment performance, make adjustments as necessary, and keep your portfolio decisions aligned with your age, risk tolerance, and goals.

Working with the financial advisors in our Bethesda, VA-based Registered Investment Advisory firm, you will receive a range of investment services, including:

 
 

While investment management with a professional investment manager may seem like something only for the wealthy, individual investors who are interested in getting the most out of their financial assets would be wise to consider enlisting the help of professionals. Working with fee-only, fiduciary advisors can help reduce portfolio fees and expenses. Plus, the fee structure is transparent, so you are never left wondering what exactly you are paying for.

It is important to make sure you are maximizing the return on every dollar—but not everyone has time to do in-depth research on which index funds to choose for their IRA. That’s why the asset managers on a professional investment management team—a team dedicated to helping you achieve your objectives—can make a difference.

Whatever your investment goals may be, a comprehensive strategy from an investment advisor can go a long way toward helping you achieve them.

The Investment Management Process

To achieve your long-term financial goals, it helps to follow a defined process with your financial advisor. Working with our team of professionals, you will move through a systematic process that can help give you confidence in your financial and investment strategies.

The six steps of our structured process include:

consultation, fact finding, financial planning, investment planning, asset protection, and ongoing reviews

 What Areas Does Financial Planning Address?

As a comprehensive financial planning firm, we cover your personal finances in depth. Some of the areas that we commonly make recommendations on include:

Life and goals discovery:

Your portfolio manager should deeply understand your goals, hopes, and concerns. Not only do we start our relationship with goals discovery, but our regular reviews with you cover changes to your life and objectives so that we can update your investment portfolio as needed.

Investment strategy creation:

Your investment strategy is tailored to your personal and financial goals and can help you stay the course through all kinds of market weather. We make recommendations based on factors such as your age, risk tolerance, and return needs. 

Asset allocation:

After we agree on your investment strategy, we prepare recommendations and begin creating a portfolio aligned with your ideal asset allocation.

Investment monitoring:

We monitor your portfolio performance on an ongoing basis, as well as changes to the market that can affect your investments.

Portfolio management:

We manage your portfolio, making adjustments as needed. We draw on strategies such as rebalancing to maximize opportunity in the markets and keep your portfolio and goals aligned.

Tax strategy optimization:

Taxes play a significant role in wealth creation, and we employ both short- and long-term strategies such as tax loss harvesting to help minimize taxes.

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