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What is an investment management firm?

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30th Nov 2009 by Mark P. Cussen, CFP, CMFC

As the name states, an investment management company is a firm that specializes in providing investment advisory services. This can include management of retirement and retail investment portfolios as well as variable life insurance and cash management services in some cases. Both brokerage houses and Registered Investment Advisers function as investment advisory firms.

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27th Nov 2009 In Financial Services 1 Answers | 69 Views
Subjects: investment management, investment management firm,

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