Long Island Investment Services

The term of investment services is a short version of investment advisory, management, and brokerage service. Investment services are provided to investment clients concerning their existing and potential investments. Companies in the investment services industry may focus on one particular investment service or provide a combination of different investment services. Investment Advisory Investment advisory service often is a fee-based financial service provided by an investment advisor to investment clients. Investment advisory service mainly involves advising clients on how to allocate their investment assets. To receive investment advisory, clients need not to have their money directly invested with or through their ...Read More The term of investment services is a short version of investment advisory, management, and brokerage service. Investment services are provided to investment clients concerning their existing and potential investments. Companies in the investment services industry may focus on one particular investment service or provide a combination of different investment services. Investment Advisory Investment advisory service often is a fee-based financial service provided by an investment advisor to investment clients. Investment advisory service mainly involves advising clients on how to allocate their investment assets. To receive investment advisory, clients need not to have their money directly invested with or through their investment advisor, depending on the service scope of their investment advisor. Clients can make their investments by any other means but under the advisory of their investment advisor. Investment Management Investment advisors providing more comprehensive services can invest for clients through their own investment channels or even have investment management practice themselves by operating certain investment funds. Although investment advisory is in itself a form of investment management, the term investment management is more narrowly defined and often refers to an investment advisor's actually managing clients' investment assets by directly making investments in underlying financial securities. Brokerage Service Brokerage service is the most basic form of investment service. Without providing any investment advisory and investment management, a simple brokerage service concerns only making investment transactions on behalf of brokerage clients. Show Less

Want to be added to the Investment Services Page? Call 631-406-4410 or Email Us for details!