Jasmine Directory

The complexity of managing investments requires expertise that is no longer easy to acquire. Professional asset and investment managers receive a commission for the successful management of the client's investment portfolio. Stocks, bonds, mutual funds, annuities and real estate are common forms of investment tools that require active management.

Individuals and businesses save surplus funds during good economic times. The intention is to protect assets and earn additional funds for future use.

The investment manager seeks additional ways to optimize earnings without unnecessary risk of the investment. Effective investment managers will monitor the market trends and reduce the losses incurred.

Clients must communicate financial goals to the investment manager because of the importance of having access to the money. Some investment tools create insolvent conditions for the client. Investment managers are wise to communicate risks and gains in terms of the existing client accounts.

Actual numbers are meaningful to the client, but theory is not helpful to those without extensive financial training. Independent investment services allow the client to make decisions that are not tainted by unhealthy associations. Clients must look for investment managers who receive results-based fees. Commissioned-based managers will offer advice that might not be in the client’s best interest.

Investment services can offer basic guidance for saving money over an extended period of time or highly specialized advice to achieve specific goals. Tax benefits offered through investments encourage individuals and business entities to save a portion of the annual income or earnings.

Significant investments allow the client to use the money to fund future goals. Guidance through the economic cycles is important for the client’s peace of mind. Funds must be protected against loss through unfavorable market conditions. While no one can anticipate every market downturn, good investment advisors maintain a balance between risk and income across the entire portfolio.