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 Marin County, San Francisco North Bay, Ca. , California, USA Investment Management - Asset, Fund Management
Wealth Management,  Portfolio Management,  Private Banking
Mill Valley,  Marin County, San Francisco North Bay, Ca. USA 94941

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Investment managers and portfolio structures

 At the heart of the investment management industry are the managers who invest and divest client investments.

A certified company investment advisor should conduct an assessment of each client's individual needs and risk profile. The advisor then recommends appropriate investments.

Asset allocation
The different asset classes are stocks, bonds, real-estate, derivatives, and commodities. The exercise of allocating funds among these assets (and among individual securities within each asset class) is what investment management firms are paid for. Asset classes exhibit different market dynamics, and different interaction effects; thus, the allocation of monies among asset classes will have a significant effect on the performance of the fund. Some research suggests that allocation among asset classes has more predictive power than the choice of individual holdings in determining portfolio return. Arguably, the skill of a successful investment manager resides in constructing the asset allocation, and separately the individual holdings, so as to outperform certain benchmarks (e.g., the peer group of competing funds, bond and stock indices)

 

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Alphabetical Listings

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Archer Capital Partners
25 Corte Madera Ave, Mill Valley, CA 94941 415 380-3959

Emeritus Investment Management
254 Miller Ave, Mill Valley, CA 94941 415 388-3420

Farallon Investment Management
113 Reed Blvd # B, Mill Valley, CA 94941 415 381-6890

Rayner Associates Inc
655 Redwood Hwy # 370, Mill Valley, CA 94941 415 332-7433

Technology Partners
100 Shoreline Hwy # 282B, Mill Valley, CA 94941 415 332-9999

Terrapin Investments
311 Miller Ave, Mill Valley, CA 94941 415 388-5436
 
 
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