Compare These Top Vendors for Investment Management Firms in Arizona


A listing of investment management firms in Arizona.
Bank of America Merrill Lynch

Bank of America Merrill Lynch Offers Industry-Leading Retirement & Benefit Plan Solutions. Find Out How Our Vast Resources, Personalized Advice & Thought Leadership Can Help Your Employees Achieve Financial Wellness Today.

Bank of America Merrill LynchVisit www.benefitplans.baml.com

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401k Plans

Information on 401(k) plans.

www.business.com/finance/401k-plans/
401k Rollover

Business directory to 401k rollover information and advice.

www.business.com/finance/401k-rollover/
403(b) Plans

Resources and services for 403(b) plans.

www.business.com/finance/403b-plans/
Retirement Consultants

Retirement industry advisers and consultants.

www.business.com/finance/retirement-consultants/
Retirement Plans

Companies that provide retirement plan benefits, including 401k plans and pensions. Get information on corporate retirement plans, or how to offer retirement benefits for employees.

www.business.com/finance/retirement-plans/
401k

401(k) plans allow employees to save for their retirement by contributing a portion of their wages to an individual account. Employers can also contribute to 401(k) plans in the form of employee benefits; be sure your 401(k) vendor can manage your employees’ investments wisely.

www.business.com/finance/401k/
401(k) Plans Key Terms

Source: /guides/401-k-plans-key-terms-33062/

Learning about 401(k) plans key terms is a good place to start if you're considering starting up a retirement fund for your employees. From automatic enrollment to matching, after-tax and pre-tax contributions, 401(k) plans have several terms you may want to know before beginning one of these programs. Read More »

401(k) Plans Industry Overview

Source: /guides/401-k-plans-industry-overview-21253/

The 401k plan grew from a little known tax code loophole--which is where the 401k name came from--to the most common way workers invest for their retirement. This industry possesses trillions of dollars in allocated 401k retirement plan contributions. Read More »

Investment Management Firms in Arizona


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

Investment management companies in Arizona categorize themselves by the type of assets they manage. An Arizona investment management company 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 an investment agency in Arizona:

1. Hedge funds typically invest in public securities or their financial derivatives and come from members of private partnerships. Arizona 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. Arizona 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. Arizona investment management firms must adopt a more conservative investment strategy than for mutual funds.

Find investment management firms in Arizona that seek long-term results

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

Select Arizona investment management companies 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.

Select investment management companies in Arizona that 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.
  • Use the type of invested assets to predict the performance of long-term investments. For example, an Arizona investment management firm usually holds 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.