Financial Services refers to the act of managing money by spending it on several asset classes like equities and bonds among other varieties of securities. Working in this industry includes fund managers (also known as investment or portfolio manager) using their brains to outsmart their counterparts in the financial sector. This includes analyzing different corporation to see which ones are more likely to outperform the others in the market.
Financial Services may include establishments such as pension funds, educational organizations, companies, insurance firms, and charities or private investors. Some of the services offered in this industry include financial statement analysis, plan implementation, assets allocation, monitoring of existing investments, and stock selection. Investment management firms are committed to providing high investments for their clients as well as excellent customer service.
Some of the leading institutions today include UBS Wealth Management, JP Morgan, Citigroup Global Markets, Wells Fargo Company, Bank of America Global Wealth Investment Management, and Rockefeller Financial among several others. These firms have been successful in their ventures as a result of consistency in core values and working with the right customers.
About Matthew Autterson
Matthew Autterson is a successful businessman based in Denver, Colorado. He has over two decades experience in accounting, investment, and financial services. Matthew Autterson is an alumnus of Buena Vista University where he attained his undergraduate degree in Accounting with a minor in Finance.
Currently, Mr. Autterson works as a Principal Wealth Advisor at WIN Wealth Management where he assists clients to realize their financial goals through investment. Before co-founding WIN, Matthew Autterson was the VP of a $750 million authorized Investment Advisor in Minneapolis. Additionally, he has worked at prominent corporations like American Express and Royal Alliance. Matthew Autterson was at one time a practicing CPA and an adjunct lecturer of Finance at North Iowa Community College.