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What is investment management?
August 12, 2020 at 4:00 AM
Client meeting with an investment manager to help create financial goals

You’ve probably heard the word ‘investment manager’ a few times when discussing retirement or reviewing stock options. But what is investment management?

And what does an investment manager do?

OWLFI is an investment management team that focuses on helping clients reach their goals.

Many people think that investment management is only for the very wealthy. But nothing could be further from the truth! Anyone can benefit from investment management, no matter their income or net worth.

Here’s a little bit more information about what an investment manager does, and how you could utilize an investment company like OWLFI to your advantage:

An investment manager’s primary job is to help you reach your financial goals.

At the end of the day, they are there to make sure you achieve financial success. They will work with you to strategically invest on your behalf in various stocks and bonds. You may want to pick stocks that have high risks with high reward. Or you may want to choose safer bonds that slowly accumulate savings over time. Either way, the investments will always be in line with your goals and spending interests.

Investment managers help their clients in several different ways.

Investment managers primarily help their clients by optimizing investments in stocks and bonds. However, there are many other things they can do. For example, OWLFI can assist with setting up retirement plans, life insurance, estate planning, taxes and accounting, and more. It all depends on what you need!

Assets come in many forms, such as savings, IRA, stocks, real estate, and more.

Whether you have a lot of money, property to your name, or have investment in the stock market, an investment manager will be able to effectively analyze all of your assets. They can tally up your total assets into a comprehensive portfolio so you have a full view of all of your assets. Then, your investment manager can work with you to set realistic and achievable financial goals.

An investment manager will customize your plan based on your interests and risk tolerance.

There are many factors involved with finance, and these factors are always changing with the stock market. This can be confusing at times, and difficult to organize. So it’s a good idea to partner with someone who understands all the risks and benefits involved with investing. You can rest easy knowing your stocks and bonds are being properly managed, so you can focus on other matters.

An investment manager gets paid when you make money.

Your success is our success. Investment managers have every incentive to ensure that you reach your goals! And here at OWLFI, we take a holistic approach to our client’s future. We specialize in all kinds of stages of the financial journey, and will help you find a plan that works best for your needs.

Everyone can benefit from working with an investment manager.

From new families, to setting up beneficiaries, working with an investment manager is a wise decision at any age. And creating a partnership early gives you the advantage of establishing rapport and trust with a team who cares. If you’re unsure about investment decisions, want help with setting up your estate, or need better financial practices, OWLFI can help.

Setting up for your future can feel daunting at times. And there’s a lot to learn! But when you partner with the right kind of investment management team, you’ll be working with trained professionals who know how to support you.

Contact us today to learn more. We can’t wait to work with you.