Investment Management

Professional investment management is a key step in the process of achieving your financial goals. Essentially, it refers to the strategic allocation of money and professional handling of investments in a portfolio, including analysis of the markets and your holdings, and the buying and selling of assets in accordance with your individual objectives.

As your investment manager, Investment Insight Wealth Management will help you construct the right portfolio and asset allocation to meet your investment goals. We will analyze your existing portfolio and make sure that the right investments are in place for your desired outcome.

Part of a comprehensive financial planning process, investment management can include oversight of your cash flow, tax advice, education funding, retirement and estate planning, among other objectives. Highly trained and dedicated professionals, we understand the nuances and complexities of the financial marketplace and constantly strive to ensure the proper and effective handling of your portfolio.

Glossary of Terms

Individual Stocks:
Owning common stock represents a percentage ownership in the underlying company. As an owner you are entitled to vote on corporate proxies. You are also entitled to receive any dividends paid by the company. Share prices fluctuate throughout the trading day. Investors can see the value of their investment grow if the stock price rises and through dividends they may collect.
Bonds:
A bond is a debt instrument in which the issuer borrows money from the investor and agrees to pay scheduled interest payments throughout the life of the bond. Interest rates are fixed and payments typically occur semi-annually. Principal loaned would be returned at the bond’s maturity.
Mutual Funds:
A mutual fund is an investment company. The assets of the company are the underlying securities owned by the fund. Mutual funds have stated investment objectives. They can be actively managed by a fund manager, who decides what securities should be bought and sold based on research done about the securities being considered, or passively managed, with securities weightings mimicking a certain index.
Tax Free Municipal Bonds:
Municipal bonds are issued by the states, cities, or other municipal institutions like school districts. If purchased in the state in which you reside, municipal bonds generate interest payments that are free from federal and state tax. Similar to other types of bonds, municipal bonds pay interest semi-annually and return the principal loaned when they mature.

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Mutual Funds vs. ETFs

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