Industries

Finance, Investments & Asset Management - Industry

Finance, Investments & Asset Management - Industry

Investment Management is the process of ensuring that a company's tangible and intangible assets are maintained, accounted for, and put to their highest and best use. It refers to the handling of financial assets and other investments—not only buying and selling them. Asset management is the process of developing, operating, maintaining, and selling assets in a cost-effective manner. Most commonly used in finance, the term is used in reference to individuals or firms that manage assets on behalf of individuals or other entities. Investment management services include asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation.

Industries

Asset Management
Financials

Strategies

Asset Allocation

Terms

Financial Asset
Financial Statement Analysis
Investment Management
Portfolio Management

Mentioned by the Following

Entities

AXA Advisors, LLC
Alibaba
BNP Paribas
Bain & Company
Baker Street Advisors
Beacon Pointe
Bleakley Financial Group
CapWealth
Cassaday & Company, Inc.
Citywire USA
Collins Investment Group
EVOKE ARIS
Essex Investment Management
First Bridge Data
Fulcrum Financial Group, LLC
Heritage Financial Services
IEQ Capital
Icahn Enterprises
Investment Counsel Company
Janney Montgomery Scott
Kaplan Financial
Leeb Capital Management
MG&A Wealth
McGee Wealth Management
Mercer Advisors
Nomura Corporate Research and Asset Management Inc.
Oppenheimer & Co.
Pacific Investment Management Company
Paul R. Ried Financial Group
Piper Sandler
Polish Financial Supervision Authority
Pring Turner Capital Group
Professional Planning Group
Raymond James Financial
Robertson Stephens
Sanctuary Wealth
Stack Financial Management
The Vanguard Group
Tradition Asset Management
VWG Wealth Management
Wellington Management
myCIO Wealth Partners

Entity Types

Financial Services
Investment Advisory

Industries

Accounting

People

Adam Epstein
Alan Zafran
Amir Mossanen
Andy Schwartz
Ash Chopra
Barry Garber
Barry Glassman
Bill King
Bill Poulos
Bob Collins
Brian Werdesheim
Brien Lundin
Bruce Burrows
Bud King
Charles Day
Chris Aitken
Chris Cooke
Chris Johnson
Christina Boyd
Chuck Bean
Courtney Smith
Dan O'Connell
Dan Schwartz
David Hou
David Lees
Dean Braun
Dean Trindle
Debra Brede
Devin Condron
Eric Gray
Eric Muschinski
Erin Scannell
Fotios Piniros
Frank Fabozzi
Garrett Goggin
George Silva
Gerald Jensen
Gerry Klingman
Ghislain Gouraige
Glenn Degenaars
Greg Onken
Greg Smith
Harold Trischman
Ira Kravitz
Jack Bogle
James Stack
James Stafford
Janet Brown
Jason Moser
Jason Stephens
Jeff Colin
Jeff Fischer
Jeffrey Werdesheim
Jeremy Miller
Jim McLaughlin
Joe Martina
John Montgomery
John Shadden
Jon Markman
Jonas Elmerraji
Jonathan Goldberg
Jonathan Murray
Joseph Jacques
Josh Malkin
Judith McGee
Kent Kirby
Mal Makin
Marcin Liberadzki
Marcos Douer
Margaret Starner
Mark Cortazzo
Mark Moore
Mark Sear
Mark Smith
Mary Deatherage
Mary Mullin
Matt Dillig
Melissa Corrado-Harrison
Michael Kanigher
Michael Murphy
Mike Abrams
Mike Ricca
Mike Sawyer
Moss Crosby
Neil Canell
Nilus Mattive
Paul Ried
Peter Churchouse
Philip Fischer
Randy Carver
Randy Garcia
Rob Siracusano
Robert Skinner II
Roger Wacker
Russell Palmer
Ryan Sprowls
Sam Subramanian
Sean Yu
Shannon Eusey
Sharon Oberlander
Shawn Allen
Stephen Leeb
Steve Schultz
Ted Davis
Terri Jacobsen
Todd Battaglia
Todd Shaver
Todd Silaika
Tom Frame
Tom Jacobs
Valerie Houts
Venkat Rao
Victor Livingstone
William Sharpe
Zach Scheidt

Positions

Bogle On Mutual Funds
Enough
Finance and the Good Society
Financial Mentor
John Bogle on Investing
The Theory of Investment Value
Winning at Active Management

Strategies

Risk Tolerance

Adam Epstein

Alan Zafran

Amir Mossanen

Andy Schwartz

Ash Chopra

Barry Garber

Barry Glassman

Bill King

Bill Poulos

Bob Collins

Brian Werdesheim

Brien Lundin

Bruce Burrows

Bud King

Charles Day

Chris Aitken

Chris Cooke

Chris Johnson

Christina Boyd

Chuck Bean

Courtney Smith

Dan O'Connell

Dan Schwartz

David Hou

David Lees

Dean Braun

Dean Trindle

Debra Brede

Devin Condron

Eric Gray

Eric Muschinski

Erin Scannell

Fotios Piniros

Frank Fabozzi

Garrett Goggin

George Silva

Gerald Jensen

Gerry Klingman

Ghislain Gouraige

Glenn Degenaars

Greg Onken

Greg Smith

Harold Trischman

Ira Kravitz

Jack Bogle

James Stack

James Stafford

Janet Brown

Jason Moser

Jason Stephens

Jeff Colin

Jeff Fischer

Jeffrey Werdesheim

Jeremy Miller

Jim McLaughlin

Joe Martina

John Montgomery

John Shadden

Jon Markman

Jonas Elmerraji

Jonathan Goldberg

Jonathan Murray

Joseph Jacques

Josh Malkin

Judith McGee

Kent Kirby

Mal Makin

Marcin Liberadzki

Marcos Douer

Margaret Starner

Mark Cortazzo

Mark Moore

Mark Sear

Mark Smith

Mary Deatherage

Mary Mullin

Matt Dillig

Melissa Corrado-Harrison

Michael Kanigher

Michael Murphy

Mike Abrams

Mike Ricca

Mike Sawyer

Moss Crosby

Neil Canell

Nilus Mattive

Paul Ried

Peter Churchouse

Philip Fischer

Randy Carver

Randy Garcia

Rob Siracusano

Robert Skinner II

Roger Wacker

Russell Palmer

Ryan Sprowls

Sam Subramanian

Sean Yu

Shannon Eusey

Sharon Oberlander

Shawn Allen

Stephen Leeb

Steve Schultz

Ted Davis

Terri Jacobsen

Todd Battaglia

Todd Shaver

Todd Silaika

Tom Frame

Tom Jacobs

Valerie Houts

Venkat Rao

Victor Livingstone

William Sharpe

Zach Scheidt