Investment management is the
professional management of various
securities (shares,
bonds etc) assets (e.g. real estate), to meet specified investment goals
for the benefit of the investors. Investors may be institutions (insurance
companies, pension funds, corporations etc.) or private investors (both
directly via investment contracts and more commonly via collective
investment schemes e.g. mutual funds) .
The term asset management is often used to refer to the investment
management of collective investments, whilst the more generic fund
management may refer to all forms of institutional investment as well as
investment management for private investors. Investment managers who
specialize in advisory or discretionary management on behalf of (normally
wealthy) private investors may often refer to their services as wealth
management or portfolio management often within the context of so-called
"private banking".
The provision of 'investment management services' includes elements of
financial analysis, asset selection, stock selection, plan implementation
and ongoing monitoring of investments. |
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Wealth Management, Portfolio Management,
Private Banking,
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ARIS
1050 Northgate Dr, San Rafael, CA 415 492-1980
http://arisgroup.net/
Beecher Investment Management
1050 Northgate Dr, San Rafael, CA 760 321-8585
Dynamic Investment Solutions
130 La Alondra Ct, San Rafael, CA 415 492-1909
EAH
2169 Francisco Blvd E # B, San Rafael, CA 415 258-1800
Eastbourne Capital Management
1101 5th Ave, San Rafael, CA 415 448-1200
Ecumenical Assn For Housing
2169 Francisco Blvd E, San Rafael, CA 415 258-1818
Financial Connections
790 Mission Ave, San Rafael, CA 415 456-9600
KCM Investment Advisors
750 Lindaro St # 250, San Rafael, CA 415 461-7788
Linsco Private Ledger Fncl Svc
145 N Redwood Dr, San Rafael, CA 415 479-4299
North Coast Partners
4340 Redwood Hwy, San Rafael, CA 415 499-1570 |
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