Investment management is the management of assets such as securities and real estate. It is primarily done with the goal of helping the investors to achieve their financial objectives. Investors vary among mutual funds, insurance companies, charities, and exchange-traded funds. Investors can be divided into two groups including institutions and private investors. Any entity that falls into this category will benefit greatly from investment management services. An investment management professional will walk you through different options and help you to see how you can direct your assets.
Investment management usually involves researching, marketing, auditing, and generating reports for the client to view. The marketers are responsible for bringing more customers whereas the fund managers direct the investment that will prove to be profitable. Those working in compliance make sure that the fund is operating within the constraints that are set by the law. Matthew Autterson is an investment management professional based out of Colorado. He has worked in the financial and accounting industries for more than two decades. He has a degree in accounting with a minor in finance from Buena Vista University. Matthew Autterson started his career as a practicing accountant in Colorado. He is also an adjunct professor at North Iowa Area Community College where he teaches financial management.
Matthew Autterson has held roles at top financial companies such as Royal Alliance and American Express. His business excellence led to his appointment as a vice president at an investment advisor in Minneapolis in Minnesota. The investment advisory firm was a reputable company. It had assets totaling to $750 million. Matthew Autterson left the company to become a co-founder of Win Wealth Management. He serves as the principal wealth advisor and the chief compliance officer. He works with clients to come up with investment strategies that will allow them to reach their financial goals.