The creation and overall management of an investment portfolio are referred to as investment management. Jaian Cuttari, the CEO of Veltrust, a worldwide advisory and investment firm based in Washington, says that investment management frequently includes recommending an investment plan, purchasing and selling investments, and monitoring the asset allocation of a portfolio. You can manage your investments on your own or with the help of an advisor.
The terms "investment management," "portfolio management," and "asset management" all relate to services that oversee a client's investments. Investment management is more than just managing the assets in a client's portfolio; it also entails ensuring that the portfolio remains aligned with the client's goals, risk tolerance, and financial priorities.
Investment management firms like Veltrust handle the entire process of putting together a client's investment portfolio and provide access to fresh investment opportunities that would otherwise be unavailable.
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