Investment management is a form of business that involves asset management of different protections like bonds, shares, and other securities. Besides, investment management also involves asset management of other assets such as real estate. Investment management is also referred to as portfolio management, money management, or private banking. The primary goal of money management is to meet the specified investment aims for the benefit of the investors. Investors may either be individual investors (who have investment contracts with fund managers), or institutional investors such as pension funds, insurance firms, educational establishments, charities, or corporations. Additionally, private banking services supply financial statement analysis, asset allocation, plan implementation, stock selection, and monitoring of existing investments.
Running a money management business involves marketing, hiring professional managers, and internal auditing. Moreover, running the business also involves dealing, preparation of reports for customers, and settlement. Apart from training managers who control the overall flow of investments, and employing marketers who let the money in, people running investment management organizations must also ensure that they account for money flow. Additionally, they must also make sure that they examine internal controls and systems, accurately track fund valuations and track record, and that they move within the regulatory and legislative constraints.
Matthew Autterson is a principal Wealth Advisor at WIN Wealth Management. At the company, Matthew assists customers in aligning their investment schemes with their most significant financial aims. Additionally, he supplies periodic consultations designed to ensure that the clients stay disciplined during the inevitable ups, and downs of the market.Moreover, Autterson gives advice to clients in matters related to tax, and estate planning issues.
Before co-founding WIN, Autterson functioned as the Vice President of a Registered Investment Advisor in Minneapolis, Minnesota. Currently, Matthew has partnered up with a Denver-area CPA company, and Winterscheidt & Autterson firm. Autterson holds a Bachelor’s Degree in Accounting with a minor in Finance from Buena Vista University.