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Asset Management | Top Companies: This Week's Reviews |
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| Services Offered:
Asset management, personal and commercial banking and
lending |
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| Company Overview:
Bank of Internet has been in business since 1999. They
were the first online-only bank, and have grown to be a
leader in the online banking industry. They have many
great products and services for consumers and business
banking, and are FDIC insured like any bank. They
currently have more than $1 billion in assets, as well. |
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| Our Review:
Bank of Internet has many different banking and
investing options for consumers, including asset
management services through their investment department.
They have a simple website and exceptional customer
service, too. |
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| User Review:
Bank of Internet really does offer a little bit of
everything. I love their banking, and their investing
options have turned out to be great, as well. They
really are one of the best companies I’ve ever worked
with.. |
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| Services Offered:
Asset management, personal finance |
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| Company Overview:
Quicken was founded more than 20 years ago, and
currently has a 94% customer satisfaction rating. Their
personal finance division is only one part of the
company. They have more than 150 different programs and
products for consumers, including asset management
assistance. They also have over 4,000 employees. |
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| Our Review:
Quicken is another great company to work with for all of
your personal finance needs. They have a lot of
different programs to choose from, and the customer
service basically speaks for itself. |
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| User Review:
Quicken is probably my favorite company, ever. I started
using their finance software and then turned to them for
a home loan. Now, I’ve been working with them for help
with other personal finance issues and I’ve never been
happier with their service. |
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Morningstar
22 West Washington Street
Chicago, IL 60602
312-696-6000
Link Pending |
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| Services Offered:
Asset management, investment information |
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| Company Overview:
Morningstar, Inc. is a leader in independent investment
research. They create products to help investors and
businesses of all kinds with investing and asset
management. They operate in 18 countries worldwide, and
have information on over 290,000 investment programs.
The company has been in business since 1984. |
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| Our Review:
Morningstar has great information on investing and asset
management for personal and businesses customers alike.
They work with so many people, and have so much to offer
each client. The website is really easy to use, and the
products that they offer are really amazing. |
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| User Review:
Morningstar was really helpful with my asset management
needs. They were very professional and took care of
everything, for which I’m forever grateful. I really
don’t think I could have found a better company to work
with. |
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| Services Offered:
Asset management |
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| Company Overview:
Harvard Business Services, Inc. has been in business
since 1981. They offer all kinds of information on
business management and asset management services, as
well as business formation and incorporation tools. All
clients are given lifetime customer support, just as a
way for the company to show that they are going to be
there for their clients through it all. |
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| Our Review:
Harvard Business Services has a great reputation and
really treats their customers like a professional
services company should. They have a simply designed
website, and their products basically sell themselves.
This is a good company to consider for your asset
management needs. |
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| User Review:
Harvard Business Services really took care of everything
for me. They were super helpful, and I couldn’t have
done everything that I needed to do without them. I’m
grateful that I found their services, and I can’t wait
to see what the future brings. |
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Other Top Companies for
Asset Management : |
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Asset Management 101: |
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Asset
management takes on many different forms. However, the
most common need for the term comes in personal and
business finance and investing. People want to make sure
that their assets are protected and that they can get
the most out of their investments, which is where a
professional asset management company will come into
play. There are many different things to consider before
you choose a company, though, so you will need to take
the time to do a little homework before you dive in.
First, you should consider the size of your assets and
how you want to manage them, because some companies will
only work with certain amounts of investments or a
certain level of asset protection. You wouldn’t work
with someone who only protects and insures $250,000
worth of assets when you have more than $700,000 in
assets, for example. You also want to make sure that you
find a company that can offer you exactly the service
that you expect and need, because you deserve it. There
are so many great companies out there, but there are
also a few that are less than desirable to work with, so
make sure that you don’t find a bad egg in the bunch.
Whether you follow finance or not, you’ve likely heard
about the investors that lost all that money with
Bernard Madoff, who seemed like a professional
investment broker who could help them out. Take the time
to check out a company, and if anything at anytime seems
irregular or odd, make sure to say something or change
companies if you’re not comfortable, because hurting
someone’s feelings is less important than protecting
your investments. Many people are easily confused by
financial matters, which is why it is essential that you
work with a company that can offer you the best of the
best in financial management and asset management
services, because they will be able to explain
everything to you and help you make important decisions.
Keep these things in mind, and remember that your
personal opinions and protection come first, and you’ll
be just fine.
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Asset Management : Tools |
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