Money Management is the process of budgeting, saving, investing, spending or otherwise in overseeing the cash usage of an individual or group. The predominant use of the phrase in financial markets is that of an investment professional making investment decisions for large pools of funds, such as mutual funds or pension plans.
Also referred to as "investment management" and/or "portfolio management".
The Sheaffer Group offers various alliances that allows our clients to utilize some of the top Registered Rep Money Managers in the country!