Investment Management El Camino Real Financial Advisors utilizes four systems to manage client portfolio’s.
Customized Portfolio Management - Portfolio’s tailored to each client individually and managed in-house.
Motif Investing for investors wanting a “hands on” approach with “cost-of-scale” pricing but with an advisor for counseling.
Separately Managed Accounts for investors who want access to more than 740 premier advisory companies.
Model Portfolios for investors that prefer a passive and simple approach to their investment portfolio.
Custody and clearing via TD Ameritrade Institutional, Motif Investors via Pershing, LLC all registered SEC Broker-Dealers.
Investment management Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds). The provision of investment management services includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments.
The term asset management is often used to refer to the investment management of collective investments, while the more generic fund management may refer to all forms of institutional investment as well as investment management for private investors.
Investment managers who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of so-called "private banking".