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

Texas investment firms categorize themselves by the type of asset sought in investment management. Texas 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 Texas investment firms:

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

2. Mutual funds typically come from individual investors that do not have a high net worth. Texas investment management 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. Asset management firms in Texas must adopt a more conservative investment strategy than for mutual funds.

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

Find investment firms in Texas that seeks long-term results

Creating a highly diversified portfolio to minimize the risks is the goal of investment management. Texas companies should pick stocks with a high earnings potential and a value that is not reflected in their current prices.

I recommend: Complete the form at Retirement Job Center and a single agent licensed to sell retirement planning services in Texas will contact you. Complete the form at Alliance Bernstein and select retirement planning as the primary topic of interest to have the nearest agent contact you.

Select investment firms in TX that cater to wealthy investors

Wealthy clients often need an investment plan customized to their unique needs. Texas investment management services 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. 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.

Select investment management firms in Texas 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: Athena Financial Group in Austin offers investment management for customized portfolios and specializes in retirement planning. Fitzgerald Financial Partners in Houston is a fee-only investment management firm that specializes in a five-year retirement plan.

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, investment management firms in Texas usually find 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.