Investment Management also known as financial services refer to the act of buying assets in order to manage money. The assets are of different classes and they may include stocks, bonds or equities among other securities. Financial services may include establishments such as pension funds, educational organizations, insurance companies, charities, or private companies. Some of the financial services provided by these establishments include: financial statement analysis, plan implementation, asset allocation, monitoring of existing investments, and stock selection.
There are so many companies that provide investment management services. But some have made great strides in assisting clients achieve their goals and ambitions through proper management of their assets. Some of the leading institutions today include UBS Wealth Management, JP Morgan, Citigroup Global Markets, Wells Fargo Company, Bank of America Global Wealth Investment Management, and Rockefeller Financial among several others. These firms have been successful in their ventures as a result of being consistent with their core values and working with the right customers. The other reason for their success is the fact that they internalize clients’ goals and objectives and make them their own. Hence, they make more effort to achieve the goals more effectively meeting their clients’ goals and objectives.
Matthew Autterson, the co-founder and wealth advisor at WIN Wealth Management where he assists clients make informed decisions on how to manage their investment in order to realize their desired goals and objectives. In addition to providing informed advice to his clients, he also develops investment strategies that are in line with his clients’ needs. He has over two decades experience in the field and in addition to that he is well educated. He is an alumnus of Buena Vista University, where he graduated with a degree in Accounting and a minor in Finance.
As part of his early career, he was part of a $750 authorized Investment advisor in Minneapolis. In addition, he also worked at very prominent corporations like American Express and Royal Alliance. He was also a practicing CPA and Finance lecturer at a local college. Matthew Autterson is happily married to Lois and together they have been blessed with three children and four grandchildren. Currently Mathew Autterson lives in Denver, Colorado with his family.