Broker Check

W233 N2080 Ridgeview Parkway, Suite 200, Waukesha, WI 53188

(262) 565-6701
Account Access

Investment Management Waukesha, WI

The investment management industry is in flux, and the financial markets are constantly changing. For this reason, professional investment managers play an essential role in guiding you toward your financial goals.

Besides, with so many different types of investments available to choose from, it can be challenging to figure out where to start when you want to invest independently. This guide will discuss the most common approaches professional investment managers take when planning for their client's future needs.

"You can't manage what you don't measure." This old saying is especially true when it comes to your investments. Knowing where you stand financially and how much money you will require in the future allows investment managers to make informed decisions about allocating assets today.

The amount of time, effort, and knowledge that go into planning for your financial future is well worth the investment. Keep reading for more.

Please note, all investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Asset allocation and diversification do not protect against market risk.

What is retirement planning?

The Rules and Guidelines

Investment management professionals often invest according to several different rules and guidelines depending on the type of investor they serve.

For example, an investment manager that primarily serves institutional clients may prefer investments such as index funds. At the same time, another professional who assists wealthy individuals with their portfolios might choose more complex strategies.

The general rule of thumb is that the more complex an investment strategy, the higher your risk profile. Therefore, investment managers get paid to manage your portfolio in a way that reduces these risks while providing high returns over time.

The Right Mindset for Investing

It's important to remember that when you choose an investment manager or professional financial advisor, they are obligated to act in your best interests. As a result, investment managers may not take advantage of opportunities that arise but instead prioritize what’s in the best interest of their clients.

When you choose an investment manager, make sure they have a clear understanding about what's most vital for you as their client — do you need more liquidity, or is risk reduction a bigger priority?

Your investment manager will be able to provide you with more information about the different types of assets and funds available in today's market.

The Investment Management Process

Investment management professionals follow some basic principles when they make decisions for their clients:, including "asset allocation" (the mix of various investments in your portfolio) and "security selection" (choosing specific stocks, bonds, or other assets to include in the mix).

These are generally considered the core principles of any investment management strategy. But, there are more complex strategies that some professionals may choose to implement to reduce risk and increase returns.

The amount of time, money, and effort required for investment management is well worth the benefits it can provide over time. So when you feel overwhelmed by all your options or find yourself struggling with complex decisions about how best to invest on your own, professional investment management is there to help.

What Are IRA to Roth Conversions?

Investment Planning

Investment planning is a process that involves the coordination of investment activities and other financial decisions to work towards future goals such as retirement.

As you approach your golden years, creating an investment plan designed specifically to help you live comfortably becomes more important than ever. Investment planning is intended to help you plan for future financial security, so that you and your family are taken care of throughout your final years.

When you reach retirement age, many investment managers will shift your portfolio toward more conservative investments to reduce the risk of losing money in a volatile market while still providing returns that can keep pace with inflation over time.

Retirement Planning

Investment planners often employ different strategies when it comes to planning for retirement.

Some professionals recommend that retirees invest in low-risk investments like certificates of deposit (CDs), money market accounts, and government bonds to preserve their capital while still providing some returns on investment.

If you are interested in learning more about investment management or investment planning for retirement, contact Investment Management Waukesha, WI, in your area today.

Let's Connect

Thank you!
Oops!