Investment management


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Related to Investment management: Portfolio management, Investment banking

Investment management

The process of managing money. Also called portfolio management and money management.

Asset Management

The act or practice of an investment advisory firm making investment decisions on behalf of a client. Asset management often opens up more potential investment vehicles up to the client. Another advantage is that, theoretically, asset managers have more knowledge and experience in making appropriate investment decisions than their clients. Asset management is usually limited to institutional investors and high net-worth individuals, as it is usually expensive.
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When an estate or trust pays investment management fees to a third party, are such costs deductible above the line or subject to the 2%-of-adjusted-gross-income floor?
Deducting third party investment mgnt. fees under Sec. 67(e)
An investment management consultant can help a company find the right plan provider and save money.
Outsourcing a 401(k) plan
To see how CPAs have integrated investment management into their practices, the Journal spoke with three CPA/PFS designees who have different perspectives on a growing trend.
Managing client assets

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