Definition

Noun: A company whose primary business is holding, managing, and investing capital in financial securities (such as stocks and bonds) on behalf of its clients or shareholders. It pools money from many investors to purchase a diversified portfolio of assets.

Usage

An investment firm is a professional entity that manages investment portfolios. * The investment firm recommended a diversified strategy for long-term growth. * She decided to transfer her assets to a reputable investment firm. * The investment firm's performance is reviewed quarterly by its clients.

Advanced Usage

• "to be with an investment firm": to have one's assets managed by such a company.
  • After retiring, he moved his pension to be with a major investment firm.
• "investment firm analysis": research and evaluation conducted by the firm's analysts.
  • The market decision was based on the latest investment firm analysis.

Variants and Related Words

• Investment Company: A very close synonym, often used interchangeably. It is a legal term for a firm that invests the pooled capital of shareholders.
• Fund Management Company: A company that manages specific investment funds, such as mutual funds or hedge funds; this is a core activity of many investment firms.
• Asset Manager / Asset Management Firm: A firm that manages investments on behalf of clients; this term emphasizes the act of management and can be broader than a traditional investment firm.

Synonyms

• Investment Company
• Asset Management Firm
• Fund Manager

Related Phrases

• To hire an investment firm: To engage the services of such a company.
  • The endowment decided to hire an investment firm to oversee its holdings.
• Investment firm services: The suite of financial services offered, such as portfolio management, financial planning, and research.
  • We offer a full range of investment firm services to institutional clients.

Noun

1. a financial institution that sells shares to individuals and invests in securities issued by other companies