Investment management refers to the handling of investments and financial assets. It includes creating a portfolio with short- or long-term strategies to align with a client’s needs, goals, risk tolerance and financial priorities.

An investment manager is a professional who gives full-time diligence to a client’s portfolio and these services include researching historical performance, security selections, managing investment accounts, asset allocations, cash flow, budgeting, tax services, retirement account rollovers into IRAs, insurance, and estate planning.