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Investment Portfolio Management
Most full service brokerage firms offer full or active portfolio management for their investors. The investment management could include, stocks, bonds, funds, insurance, and estate planning.
Having a firm provide investment management for their clients gives the investor a full line of products and allows the person to have their entire portfolio safekept by own firm.
Active
When a broker or advisor is involved in active management, this normally means the investor is frequently investing or changing assets. It also could mean the firm is involved in every financial asset the client has.
See also Asset Management
Bonds and Fixed Income Portfolio
Many large investors or institutional clients like Banks and insurance companies have large holdings of bonds and other fixed income product. The active management of these portfolios include seeing the maturities of these investments, and managing interest rate risk.
A good bond money manager will work to ladder out maturities to make sure their is limited interest rate exposure and offering management of the cash flow from these bonds. A fixed income portfolio specialist will also survey the entire market for the best product available through many broker dealers. This is especially important when dealing with
municipal bonds - since most of those are held by firms in each state.
New issues of mortgage backed securities and corporate issues should also be part of most large bond product holdings.
Proper investment management should be a successful arrangement for the investor and the portfolio manager. For people looking to handle their own investments, there are many software programs in the market to help investors oversee their portfolio holdings.
Copyright  2006 American Investment Training, Inc.
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