Making the Most of Investment Management Firms in New York

Use asset management firms in New York to handle your investments

The key to making the most of investment management firms in New York is understanding the primary goal of these companies. Investment managers seek to maximize their client's investments and minimize their risks. These goals are not always complementary and a good investment manager will try to balance return against risk according to the needs of their client.

There are many different types of clients for investment firms in New York. For example, mutual fund managers invest money for individual retail clients while managers at investment banks serve companies or municipalities.

There are three basic types of investment managers based on the types of funds they handle:

1. A New York investment management firm may invest mutual funds for individual investors. These clients usually do not have a high net worth individually although the total fund can be extremely large.

2. Capital management firms also manage endowments, foundations and pensions for non-profit organizations. These investments use a more conservative strategy than mutual funds.

3. Hedge funds are another type of fund frequently managed by investment firms. New York hedge funds typically invest in public securities and may use a wide variety of strategies.

 

Select New York investment firms that look at long term results

Minimization of risk is the primary goal of these investment management firms. New York investment managers of long term funds look for undervalued stocks with a high earnings potential.
Try: Clemente Capital is based in Buffalo and specializes in long term capital gains through a diversified portfolio. Fiduciary Trust has its headquarters in New York and offers long-term capital gains while managing risk.

Locate firms that perform asset management in New York for affluent clients

Wealthy investors frequently require unique investment management plans. The investment management firm should work closely with the client's financial advisers to increase the client's wealth over the long term.
Try: Barnett & Partners is based in New York and is dedicated to wealth management services for individuals and investor groups. Cramer, Rosenthal & McGlyn focus on providing personalized service to individuals with a high net worth.

Select local New York investment firms

Companies in your area can invest in local businesses more knowledgeably than other firms. This knowledge can not only put your money to good use but also help local business owners.
Try: Berkshire Capital is a valuation practice that deals primarily with internal stock transfers, corporate reorganizations and estates. Bruckmann, Rosser, Sherrill & Co. specializes in recapitalizations and leveraged buyouts of companies with substantial net worth.

 

• 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. An investment agency in New York should assess fund performance over a long period, usually at least three years. This time frame will minimize the effect of short term fluctuations and the business cycle.

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