Investment Manager


Investment Manager portfolio management 

You want to take charge of your retirement planning? You can be one of the Investment Manager planners. If you are the one who wants to control your own investments and intend to individually manage your investments, you have the choice of managing your portfolios in order to save managerial and administrative fees. You might be capable of doing the job yourself if you are willing to do some homework. The best possible rule of thumb for the Investment Manager investors is to educate themselves on retirement planning and invest money according to the financial requirements.


  • You can control your own investment and make your own buy/sell decisions eliminating the need for a manager.
  • You can administer your investment portfolio without paying the expensive fees. The expenses of investing are widespread and include management fees, annual fees, inactivity fees, and slippage. When making your own sound decisions, you can effectively eliminate the management fees. In addition to this, you can minimize the effect of slippage while taking charge of your investments online.
  • Managing your own portfolio helps you become a self-directed investor and get a better net return. You can self-manage your portfolio to ‘beat the professionals’ and to ‘beat the market’. However, getting better return requires effort to learn and to understand strategies.
  • With self-directed portfolios, you get the advantage of anonymity. No one has to know your financial status.


  • One of the most critical aspects of Investment Manager portfolio management is diversification. You have to spend a lot of time checking up each and every different stock you have.
  • An individual investor is not always able to pool investments in order to purchase funds of larger firms. Therefore, you may find yourself limited in this regard.
  • You really need to acquire self-discipline in order to be successful with Investment Manager management. Without self-discipline, you might end up chasing the latest investment fad, and invariably buying high and selling low.

Investment Manager

Hiring a financial planner can be a wise option for many individuals. It can be a good move if:


  • You’re too busy to plan
  • You hate numbers and complex calculations
  • You have an unusually complicated situation or are bewildered by the chaos of retirement options.
  • An investment manager is a person who works for a financial institution, such as a bank, life insurance company or trust company. He administers its portfolio or provides the management directly to third party clients.


Managing money for other people is known as Investment counseling. Firms offering such service must have an investment counsel registration and should certify their portfolio managers as investment counsel. Managing portfolios without necessitating client approval for actions is known as discretionary money management. The investment manager will manage the portfolio independently, according to an established investment policy.

The investment managers that most people are acquainted with are mutual fund managers. They manage a pool of money called a ‘mutual fund’. The mutual fund company who pays for the fund either employs the manager or appoints an external investment manager.