Investment management in Kansas is the professional management of assets such as equities, income securities, real estate and derivative products. Kansas investment management firms are customers who represent the "buy side" of investments while investment bankers represent the "sell side."

Investment management firms in Kansas fall into categories according to the type of asset they manage. Kansas investment management firms may dedicate themselves to a specific client base while others serve all client types, including businesses that have assets to invest.

It is critical that you understand the three basic types of investments when evaluating an investment company in Kansas:

1. Hedge funds receive contributions from members of a private partnership and investment management firms in Kansas typically use them to invest in public securities or a financial derivative. They may use a wide variety of strategies for making a profit.

2. Kansas investment manager firms use mutual funds for individual investors that typically do not have a high net worth. The firm combines the individual contributions to create a single investment.

3. Pensions, endowments and foundations for non-profit organizations form the basis for institutional funds. They use a more conservative investment strategy than mutual funds.

Action Steps
The best contacts and resources to help you get it done

Select a company to perform investment management in Kansas for long-term results

A highly diversified portfolio will minimize the risk of investing for the long-term. Investment management firms in Kansas will pick stocks that have a high earnings potential and a value that is not reflected in their current prices.

I recommend: Complete the form at Alliance Bernstein and select retirement planning as the primary topic of interest to have the nearest agent contact you. Workman Securities deals in a range of investment services including retirement planning and allows you to locate representatives by state on its website.

Use a Kansas investment firm for wealthy investors

Affluent clients tend to benefit the most from a unique investment plan based on diversified holdings through investment management firms. Kansas investment managers will partner with clients and their financial advisers to increase each client's wealth over the long-term.

I recommend: Smith Barney accepts venture capital from wealthy investors and allows you to specify your state and the amount of money you have to invest on its website. The National Association of Active Investment Managers is a non-profit association of registered investment advisers. You can find the nearest registered adviser by providing your city and state on its website.

Select local Kansas investment services to strengthen your community

Local investment firms are best able to design a portfolio that contains equities and bonds that support local businesses. That local knowledge will put your money to good use, not only increasing your own worth, but helping other local business owners expand and prosper as well.

I recommend: Financial Advisory Service in Kansas City specializes in meeting the unique needs of executives and retirees. Eagle Financial Group in Overland Park works to maximize planning for your retirement and reduce your tax burden.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Evaluate an investment management firm according to the performance of the funds that it manages. Evaluate the performances of funds by comparing them against standard indices and peer groups over the same time period. Clients of Kansas investment management services should assess fund performance over at least 3 years to ignore the influence of short-term fluctuations in the business cycle.
• •  It is important to assess long-term investments by the assets that they represent. A Kansas investment firm usually will advise that equities generate higher returns than bonds in most countries, and bonds are more profitable than cash. This is because equities have a higher risk than bonds, which are more volatile than cash.