Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO Oct 07, 2021

Do you really need an investment management group to help you manage your assets? Well, that depends on your financial goals. Before you reach out to an investment management group, consider making a list of your assets and a list of your financial goals. Do you want to retire at a certain age? Pad your financial accounts? Expand your real estate dealings? Write your wish list. 

An investment management group’s services typically include allocating your assets, analyzing your financial statements, selecting stocks, monitoring your investments, and developing and implementing your portfolio strategy. 

Assets to be managed

We all have assets. So, you may be wondering, “What kind of assets can an investment management group help me manage?” First, let us define an asset. According to Investopedia, an asset is anything of value that can be converted to cash. If it has a monetary value, your financial advisor can offer advice on how to increase the assets you own or how to best optimize your assets. 

Here are some assets that an investment management group can help you manage:

  • Home.
  • Owned property. 
  • Rental houses.
  • Commercial property.
  • Cars.
  • Artwork.
  • Savings and checking accounts.
  • Valuable jewelry or trinkets.
  • 401(k) or other retirement savings accounts.

A financial management group can help you evaluate and even work toward increasing your assets. They can help you manage and grow your assets so that you get the most bang for your buck. 

Talk to a ProVise CFP® professional about managing and protecting your assets

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about protecting and managing your financial assets? Contact ProVise today to schedule a complimentary consultation.