Investment management firms in Ohio invest in equities, income securities, real estate and derivative products. Managers of investment firms in Ohio are the customers that represent the "buy side" of the investment business while investment bankers are on the "sell side."

Investment companies in Ohio categorize themselves by the type of asset managed by the investment firms. Ohio companies may dedicate themselves to a specific client base while others serve all client types, including businesses that have assets to invest.

You must be able to identify the following three basic types of investments when you select investment management companies in Ohio:

1. Hedge funds typically invest in public securities or their financial derivatives and come from members of private partnerships. Ohio investment management firms may use many strategies for making a profit.

2. Mutual funds typically come from individual investors that do not have a high net worth. Ohio investment firms combine the individual contributions and invest them as a single asset.

3. The basis for institutional funds is pensions, endowments and foundations for non-profit organizations. Ohio investment management firms must adopt a more conservative investment strategy when using these than for mutual funds.

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

Locate an investment management company in Ohio that seeks long-term results

Creating a highly diversified portfolio to minimize the risks is the goal for these investment firms. An investment agency in Ohio should pick stocks for these portfolios with a high earnings potential and a value that is not reflected in their current prices.

I recommend: The Service Employees International Union is the fastest growing union in North America and promotes several investment firms in Ohio that specialize in retirement planning. Use Prudential for a variety investment management services, including retirement planning. You can find an agent in your area by entering your zip code or city and state at Prudential’s website.

Select investment management companies in Ohio that cater to wealthy investors

Wealthy clients often need an investment plan customized to their unique needs. An investment management firm with experience working with affluent clients will work closely with their financial advisers to increase each client's worth over the long-term.

I recommend: Wealth management is one of the core businesses of Wachovia. You can locate its nearest financial center by entering your city and state or zip code on its website. Country Financial has specialized experience in serving clients who have attained sudden wealth. You can find the nearest agent with a search form on its website.

Select investment management firms in Ohio to support local businesses

Local money managers are best able to select the businesses in your area in which to invest your funds. 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: Truepoint Capital in Cincinnati specializes in wealth management for affluent families and individuals. Parlan Financial Corporation in Toledo provides financial planning and investment management, in addition to corporate seminars for your company’s employees.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should use the type of invested assets to predict the performance of long-term investments. For example, an investment management firm in Ohio usually finds that the investment of equities produces a higher return than bonds, which in turn are more profitable than cash. Financial theory predicts this because equities have a higher risk than bonds, which are more volatile than cash.