Federated Global Investment Management Corp. (Federated) is a highly reputable financial company that offers a wide range of services to help clients achieve their financial goals. With years of experience and a team of expert advisors, Federated has established itself as a trusted partner for individuals, institutions, and corporations seeking financial guidance and management.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and investment management strategies.
– Offers a diverse range of investment options and solutions.
– Implements a disciplined approach to risk management.
– Leverages technology and research to make informed decisions.
– Offers ongoing education and support to clients.
Facts and Insights
During its years in business, Federated has accumulated valuable insights and expert knowledge in the financial industry. Their team of advisors stay up-to-date on market trends, economic changes, and new investment opportunities to provide clients with the best possible advice and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 billion | 1,200+ | Over 60 years |
Financial Services Offered
Federated offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
– Investment management
– Financial planning
– Portfolio management
– Wealth management
– Retirement planning
– Estate planning
– Tax planning
– Risk management
– Education planning
Client Types
Federated caters to a wide range of clients, including:
– Individual investors
– High-net-worth individuals
– Institutions
– Corporations
– Family offices
– Retirement plans
– Endowments
– Foundations
Fees & Compensation
Federated follows a fee-based compensation structure, which means they are paid a percentage of the assets they manage for clients. This aligns their interests with those of their clients, encouraging them to make decisions that are in the best interest of the client’s financial goals.
Background
Founded in 1955, Federated has grown to become a leading global investment management firm with offices around the world. The company prides itself on its long-term approach to investing and its commitment to providing personalized solutions for each client’s unique needs and goals.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of the potential risks and conflicts of interest that may arise when working with a financial advisor. Federated has a commitment to transparency and discloses any potential conflicts in their ADV form, as required by the Securities and Exchange Commission (SEC).
In conclusion, Federated Global Investment Management Corp. is a trusted and experienced financial advisor that offers a wide range of services and utilizes expert knowledge to help clients achieve their financial goals. With a commitment to transparency and personalized solutions, Federated is a reputable choice for individuals, institutions, and corporations seeking financial guidance and management.