Investing in wealth management can be a great option for those looking to make sound financial decisions and grow their assets. Recent deals in the space have opened up a variety of opportunities for those looking to get in on the action. Ares Management, Apollo Global Management, and Oaktree Capital Management recently spent $90 million over the next decade to fund a fellowship. This has further opened up investment management opportunities for those looking to get involved in the space.
For those looking to get involved in investment management, there are a variety of options available. One option is to hire an advisor to help guide your decision-making. Jeff Steiner and Tim Durbin recently left U.S. Bank, where they advised on around $1 billion in assets, to provide clients with a more personalized approach to investment management. Many advisors are able to provide services such as financial planning and asset management at a fraction of the cost of traditional financial services.
In addition to hiring an advisor, there are a variety of other options available in the wealth management space. Baron is an asset management firm focused on delivering growth and value to their clients. They provide a variety of services such as portfolio construction, portfolio monitoring, and risk management. They also offer a select group of funds that are designed to outperform the market. They have recently seen a surge in interest from investors who are looking for an alternative to traditional methods of Investing.