Low-cost, on-demand and easy-setup plans from ShareBuilder 401(k). Plans for 1 or more priced from $15-$200/month. Get a Free Quote in minutes.
www.ShareBuilder401k.com
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Manage all of your assets online. Integrated - Docs, Calendar, more!
www.strongtech.com
Trusted Invest. Advisors for 20 Yrs Proven Track Record
www.churchcapital.com
Can the Middle East create a home for Asset Management?
www.Economist.com/QFC
Results Driven Professionals Working with You for Success.
www.WellsFargo.com/theprivatebank
Move Beyond Spreadsheets to a True Asset Management Solution.
NetSimplicity.com
A Not-for-Profit Financial Resource For Unbiased Facts and Tools.
www.FINRA.org
Face The Future with Software For Electricity, Gas & Water. Read More
www.SAP.com
Unbiased Management for Your Assets Request Your Free Investment Kit
www.ZacksWMG.com
Fund performance analysis. Provider of fund analysis and asset allocation tools including tools for selecting funds from risk and return charts.
Performance | FundFinder | Asset Allocation | Investment Guides
www.bydande.com(Paid)
Fidelity Institutional offer asset management for cash funds and other investments in Europe and Asia.
www.fidelityinstitutional.com(Paid)
Low-cost, on-demand and easy-setup plans from ShareBuilder 401(k). Plans for 1 or more priced from $15-$200/month. Get a Free Quote in minutes.
www.ShareBuilder401k.com (Paid)
Provider of an online marketplace for institutional portfolio managers to trade multiple asset classes.
www.ssgloballink.com
Global provider of integrated IT solutions and eProcessing for financial services.
www.sungard.com
Provider of credit to cash management solutions, offering services for A/R and credit outsourcing, third party collections, billing and other credit solutions.
www.vwainc.com(Paid)
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Manage all of your assets online. Integrated - Docs, Calendar, more!
www.strongtech.com
Trusted Invest. Advisors for 20 Yrs Proven Track Record
www.churchcapital.com
Can the Middle East create a home for Asset Management?
www.Economist.com/QFC
Guide to Financial Asset Management
Selecting a financial asset management company that's right for your companyWhile some companies choose to provide their asset management in-house, many companies decide to outsource their financial asset management through asset management companies. Asset managers can help you to decide how to spend your money.
A good asset management firm should specialize in business management of assets and provide all the asset management services that your company needs. They should have a proven track record of success and understand your company's unique needs.
There are many asset management firms to choose from and when researching your options you should make sure that the asset management company that you choose:
- Has a proven track record of success with asset management.
- Understands your company's unique needs.
- Will assign an asset manager that is dedicated to your company.
Action Steps
The best contacts and resources to help you get it done
Consider in-house asset management
Some companies are equipped to handle their own asset management. These are often larger companies that can afford to have a finance department. Many asset management software programs are available to meet your needs. It should be easy to work with. If there is not a solution on the market, you can hire a company to create a solution specifically for you.
I recommend:
You can sign up for a free demo of Real Asset Management software. WorthIT also has an asset management program. They are also able to design a solution that's just right for you. This is ideal for companies that have unique situations.
Meet with a financial consultant
A consultant can help you to decide between the various asset management firms. They will analyze your unique situation, assess your needs, and make suggestions based upon them. This person should be an independent agent and not associated with any asset management companies.
I recommend:
Ask your colleagues for recommendations. Alternatively, you can find financial consultants at Guru.com or at Smith Barney.
Choose the asset management firm that best meets your needs
Based upon the advice of your financial consultant, you should be ready to choose a firm and asset manager. Make sure that the company you choose is ready to dedicate time to your portfolio and that their asset managers understand your financial goals. Call to make and appointment to set up your account.
I recommend:
Many companies decide to do business with a very well known firm such as Merrill Lynch or Morgan Stanley.
Tips & Tactics
Helpful advice for making the most of this Guide- Don't pick the first financial asset management company that comes your way. Asset management is very important and you should be sure to pick an asset manager who understands your needs.
- Asking for recommendations from other companies can be very helpful. Word-of-mouth advertising is generally beneficial.
