Investment management is a generic term that most commonly refers to the buying and selling of investments within a portfolio, most often referring to portfolio management and the trading of securities to achieve a specific investment objective.
Investment management can take many forms. It can be done either by the consumer or a professional and can be passive, active, aggressive or conservative. It can include sophisticated trading techniques involving alternative investments such as master limited partnerships, real estate investment trusts, unit investment trusts and other investments.
Your personal circumstances, risk tolerance, need for income and time-frame will all play a role in designing just the right type of investment portfolio to help you achieve your long-term goals.
To help you evaluate your current investment plan to see if it is appropriate for you today, we offer you our Complimentary Second Opinion Service. To request this service today, call 713.524.7500 or email us at email@example.com.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services are available on a fee-basis through Global Financial Private Capital, LLC an SEC Registered Investment Advisor. Jim Sloan & Associates and Global Financial Private Capital, LLC do not provide tax or legal advice. You should consult your own tax or legal professional on any such matters. If you don’t have one, we could provide a list of several to interview.
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