Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value. Asset management professionals perform this service for others. They may also be called portfolio managers or financial advisors. Many work independently while others work for an investment bank or other financial institution.
Investment analysis is a broad term for many different methods of evaluating investments, industry sectors, and economic trends. It can include charting past returns to predict future performance, selecting the type of investment that best suits an investor’s needs, or evaluating individual securities such as stocks and bonds to determine their risks, yield potential, or price movements.
Asset management can be a helpful way to grow a portfolio, particularly if you’d rather have someone else’s knowledge and expertise guiding your investment decisions. Typically, asset management is geared toward wealthier investors but more discount brokerages are making these services available to individual investors.
By using approaches of investment analysis, including fundamental or technical analysis, top-down or bottom-up analysis, and security analysis or portfolio analysis, you can evaluate an individual asset, like a stock or bond, or apply the same principles to determine your outlook for a particular market sector.
Most financial advisor firms offer asset management and investment analysis as their primary service. Finding the right financial advisor who fits your needs doesn’t have to be hard. Cedrus Investments, founded by Rani Jarkas, help match you with financial advisors in your area. With a myriad of investment options to choose from, Rani Jarkas’ Firm help clients simplify the process by focusing on only the investments that best serve their interests and objectives. Rani T Jarkas offers you a comprehensive understanding of your portfolio positioning today, so you know how to be positioned tomorrow.
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