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Financial institutions and professional financial advisers offer a host of investment services that are focused on helping their clients meet predetermined financial goals. These investment services may be customized to a client’s income levels, circumstances and objectives and focus on wealth creation and protection. Investment services include making, organizing and managing investments and may also encompass financial planning, accounting, life insurance and tax planning.
Types of Investment Services
Prior to the late 1990s, US commercial banks were forbidden by law to offer investment services. The Gramm-Leach-Bliley Act of 1999 made it legal for a bank to offer both commercial and investment services. Over the years, the distinction between commercial and investment banks has blurred. The types of investment services offered by banks include:
# Money management: The first step for any investor is to ascertain the amount of money he has at his disposal for investing and the various financial options available to maximize returns and tax rebates and minimize risks.