Investment management firms in Louisiana control equities, income securities, real estate and derivative products of these assets. Investment firms in Louisiana represent the customers, or “buy side,” of the investments business and the sellers, or “sell side,” are the investment bankers.

Investment management in Louisiana classifies itself by the specific type of asset it manages. A Louisiana investment management firm may dedicate itself to a specific client base while others serve all client types, including businesses that have assets to invest.

It is important to distinguish between the three basic investment types when evaluating Louisiana investment firms:

1. Mutual funds use the contributions of individual investors to form a single fund. Louisiana investment management firms typically use mutual funds for investors that do not have a high net worth.

2. An investment agency in Louisiana forms hedge funds with contributions from members of a private partnership and typically invests in public securities or a financial derivative of a public security. Hedge funds may employ different strategies to make a profit.

3. The source of institutional funds is pensions, endowments and foundations for non-profit organizations. An investment company in Louisiana invests in these types of funds more conservatively than mutual funds.

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

Select Louisiana investment firms that seek long-term results

A high degree of diversification to minimize risk is the most common strategy for these types of investment groups. Louisiana investment managers look for stocks that have a value that is not reflected in their current prices combined with a high earnings potential.

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

Find investment management in Louisiana for wealthy investors

A unique investment management plan is frequently beneficial for affluent clients. The financial advisers for these types of clients should work closely with investment management firms in Louisiana to increase the client's wealth over the long-term.

I recommend: The National Association of Active Investment Managers is a non-profit association of investment groups. Louisiana is home to offices for Smith Barney, which accept venture capital from wealthy investors.

Select a Louisiana investment management firm that is local to your area

Firms based in a specific area will manage equities and bonds investments in local business more efficiently than other investment managers. Their 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: The Broussard Financial Group in Kaplan is a fee-only investment management firm that uses a variety of strategies based on the clients’ needs. Financial & Investments Management Advisors in Covington provides a customized diversified portfolio based on asset allocation.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Fund performance is the gold standard by which an investment management firm is measured. Financial analysts use standard indices and peer groups to compare the performance of different funds over the same time period. Investment management agencies in Louisiana should assess fund performance over a long period, usually at least 3 years. This time frame will minimize the effect of short-term fluctuations and the business cycle.