Investment management refers to the management of wealth in a way to achieve some goals set by the client. It involves evaluating the clients’ needs, assigning priority to goals, and thereof formulating a strategy or a plan to achieve the said goals. Some key elements are,
Investment can be in any form
Investment management is goal-oriented
Clients can be a single investor or an entire firm
Beacon Investment offers investment management services to its clients via professional managers. Our team works diligently when handling the assets of our clients. Evidently, our main focus is on surveying the market, listing our clients’ goals and thus aligning the two forces in the best possible manner.