Investment Management & Financial Advisor Services
In order to grow wealth and manage an investment portfolio, many investors turn to a financial advisor for help. As an investor, you likely understand that asset investment always comes with its share of risk. However, hiring a financial professional for the asset management of your portfolio instead of attempting self-management can give you the necessary confidence to stay the course during times of market turbulence.
Whether you seek assistance with personal asset management or are a local Tulsa business owner looking to keep a closer eye on your company’s assets, trust in First State Investment Advisors to help you achieve your financial goals.
What is Asset Management?
Asset management is a broad term, but ultimately, it means having your assets managed by a third-party investment management firm.
Asset types that can be used for investment purposes:
- Liquid assets – expected to be used within one year
- Cash, cash equivalents, inventory, etc
- Fixed assets – expected to last more than one year
- Land, buildings, furniture, office or manufacturing equipment, etc.
What Does an Asset Manager Do?
Your asset management advisors’ role is to guide investment decision-making to build a portfolio that reflects your financial goals and willingness to take risk. Overall, your asset manager will study your needs as a client, create an actionable investment strategy, implement that strategy, and oversee its development over time. Again, while risk is always associated with investment, our goal at First State Investment Advisors is to help you maximize return without assuming excessive risk.
Our Tulsa-based asset management company spends a considerable amount of time researching and analyzing various investment opportunities for our clients. We then present this research to you, explaining our methodology in detail and answering any questions that may arise. Our methods are always tailored to your unique needs and circumstances, ensuring we effectively determine the best ways to invest your valued assets.
Assets may be used to invest in:
- ETFs & Mutual Funds
- Commodities, such as oil, gold, silver, etc.
- Alternative investments, such as real estate, private equity, etc.
A Local Tulsa Asset Management Company You Can Trust
Even seasoned investors can find it challenging to stay current with today’s complex marketplace, monitor their investments, and respond to rapidly changing conditions.
Rather than devoting valuable time to the consistent monitoring of your financial portfolio, allow First State Investment Advisors to assist you. Our professional asset managers are highly skilled in the areas of risk profiling, money management selection, institutional asset allocation, and investment policy development. It would be our privilege to help you make investment decisions that satisfy your current needs and anticipate future needs with confidence. Contact us today to get started.