The corporate nature of most
modern money management companies means that their own interests take priority, and the fiduciary duty to clients has been largely lost.
«We probably have 15 percent of our assets in REITs, and that's double the level at the beginning of the year,» said William Schaff, chief investment officer of Bay Isle Financial Corp., a $ 200 million
money management company in San Francisco.
American investment legend Philip Fisher (1907 - 2004) worked for a stock exchange firm for a short time before starting his
own money management company, Fisher & Co., in 1931.
Amir Avitzur is the president of Avitzur Asset Management, LLC, an
independent money management company that has provided continuous management of investment portfolios for individuals and small businesses since 2004.
His money management company, Fisher & Co., was founded in 1931.
The principal area where this takes place in the Fund's portfolio is in
money management companies: BKF, John Nuveen, Liberty Financial and Legg Mason.
You should never invest your savings with
a money management company that has been convicted of criminal activities in the past.
Obviously, there are few decisions that are more important than choosing
a money management company to invest your money for you.
Guggenheim Partners,
the money management company behind the increasingly popular BulletShares defined - maturity bond ETFs, filed paperwork with the Securities and Exchange Commission to market a floating - rate senior loan ETF to give investors dependable income at a time when rates could be rising.
That's the case with Lehman Brothers, which declared bankruptcy in 2008, and
its money management company Neuberger Berman.