How Do Investment Management Services Work?

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How Do Investment Management Services Work?
Investment management firms help you transfer
your funds if you have existing accounts at
other firms such as IRAs, taxable brokerage
accounts, or retirement plans assets still in a
former employers plan. Investment decisions
depend on a variety of factors, beginning with
your savings goals and time structure. You will
also answer queries to help the investment
manager think of your risk tolerance, or your
ability to endure swings in investment returns
and stock market fluctuations. Market
requirements, historical performance, tax
efficiency, and buys fees also inform the
managers investing method.