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Investment Management Services by Couture Financial

Investment Services Management

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The business of investment management services includes such things as financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Investment services management is responsible for caretaking of trillions of yuan, dollars, euro, pounds and yen and is large and important global industry in its own right.


The largest investment management services firms are JP Morgan & Chase (2.2T), State Street Global Advisors (1.9T), Bank of America/Merrill Lynch (1.5T), and Citi (1.3T).  Our position is that there is nothing wrong with these huge investment management services companies, but the traditional Wall Street bank investment management services firms approach promotes buy & hold strategies, leaving many of their clients taking a major hit to their portfolios within the last couple of years.  In fact, the last decade has proven that buy and hold is a much higher risk method than believed.  They need a more active investment management services discipline.”

 

As a Sarasota Magazine's 2008 & 2009 FIVE STAR Wealth Manager - Best in Client Satisfaction Winner and over 33 years in the investment management services industry, our firm targets those individuals who are frustrated with the traditional investment management services firm and their failed buy and hold strategies.  With hands-on long-term relationship in mind, Couture Financial manages client investment portfolios, utilizing active asset allocation techniques to maximize wealth while minimizing risk.  We do this by continually providing our clients with scientific and objective portfolio development and active re-allocation of assets to reduce risk while maximizing profit potential through daily monitoring of domestic and international markets.

 

As a proven leader in Active Asset Management we'd appreciate the opportunity to speak with you if you are frustrated with your traditional investment management services firm and their failed buy and hold strategies.  Click here to get started learning about Active Investment Management Services.

 

 

 

 

 

 

 


Copyright 2010 Couture Financial, Inc.
3293 Fruitville Road, Suite 108 | Sarasota, FL 34237-6453 | Phone: 941.366.3551 | Toll-free: 800.553.3385


Advisory and Insurance Services offered by Couture Financial, Inc., which is registered in Florida, California, and Texas, and will extend registrations to additional states as needed. However, all services may not be available in all states. Securities Services offered through Calton & Associates, Inc. Member FINRA and SIPC. OSJ 14497 N Dale Mabry Highway, Tampa FL 33618-2047. 813.264.0440. Couture Financial, Inc. and Calton & Associates, Inc. are separate entities. The Couture Financial, Inc. website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Couture website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Couture Financial, please contact the U.S. Securities and Exchange Commission. Couture Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Couture Financial’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. For additional disclosures, please review Important Disclosure Information.

Wealth Management Sarasota - Couture Financial Advisors - Investment Management Services