An Overview of Asset Management

Fritz Mowery serves as president and chief investment officer at Mowery Capital Management, LLC, and was a former senior vice president/senior portfolio manager at Comerica Bank in Dallas, Texas. His equity portfolio management style supports growth at a reasonable price. With 33 years of experience, Fritz Mowery and his firm oversee clients' custodial accounts by providing asset management services.

An asset management process utilizes financial instruments to increase the value of invested assets over time. In the same vein, an asset manager is tasked with a mandate: to grow clients' investment portfolios.

Asset managers conduct extensive research using both micro and macro analytical tools before investing. The analysis may consist of interviews with company officials as well as statistical analysis of current market trends. Investment opportunities could be government financing such as sovereign bonds, or private sector financings like bond or equity purchases, real estate, mutual funds, and alternative investments.

Asset management has numerous benefits, including identifying, mitigating, and managing risks. It also enables a company or individual to keep tabs on all their assets, remove ghost assets in the firm, and guarantee correct amortization rates.