What is Investment Management?
Investment management is the handling of financial assets, and is not restricted just to buying and selling them. This means a knowledgeable investment manager will help clients create a short or long-term strategy that will facilitate the acquisition or disposal of portfolio holdings over time, thereby allowing them to reach their personal investment goals.
Some financial services that can be included in investment management are:
- Tax services
- Asset allocation
- Financial statement analysis
- Stock selection
- Monitoring existing investment
- Portfolio strategy and implementation
To put it simply, an investment management program supports clients who either have a current investment portfolio they would like overseen, or are interested in buying or selling new investments—or potentially both. A financial planner will work with the client to keep whatever investments they already hold stable while also coordinating a future portfolio strategy.
This type of management allows clients to align their investment portfolios with other life goals and assets, like matching retirement, estate planning, and asset distribution.
How does Midwestern Financial do investment management differently?
First and foremost, we are a research-driven and evidence-based firm. Our job is to help our clients and their investments navigate the ups and downs of the market, and come out the other side better than before. To accomplish that goal, we take time to study and stay on top of current economic and legislative developments.
We put that knowledge to use the benefit of our clients, who are numerous and diverse in their personal financial ambitions. This is why our Iowa City financial advisors work hard to furnish our clients with custom-tailored portfolios set up uniquely for their individual situations.
We make sure to shape the investment portfolios we manage based on the household circumstances of our clients. No matter who you might be or what level of investment management you’re looking for, we will draft a sensible financial plan that will support you in reaching your financial goals.
Midwestern Financial Group: Investment Managing Done Right
Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their financial future with confidence.
More than anything, we understand that goals evolve and change from person to person. So whether you’re a homeowner trying to build a uniform and consistent financial plan you can follow for years to come, or a student just out of college who wants advice on where they can start investing, Midwestern Financial Group is proud to be here for you.