Category Archives: Independent Management

Matthew Autterson: An Independent Management Expert

Inpedendent investment management is the professional management of an investor’s asset and can encompass various securities like shares and bonds, as well as assets like real estate, which aims to meet the specified financial goal of each client. This type of structure benefits the investors, and among the top investment management firms in the world are BlackRock, The Vanguard Group, UBS, State Street Global Advisors, Fidelity Investments, Allianz, J.P. Morgan Asset Management, BNY Mellon Investment Management, PIMCO and Credit Agricole Group, headquartered in the United States, Switzerland, Germany and France, respectively. They have over $1 trillion in assets under management, which made them one of the most successful firm in the field of investment management.

Mark Autterson is currently the principal wealth advisor for WIN Wealth Management. He is helping his clients with aligning their investment strategies with their financial goals which tend to be the most important. He assists clients in finding the right risk profile for their portfolios as a part of a continuous collaborative procedure, and then providing them with a number of consultations that is designed to ensure that their clients will stay as disciplined as possible especially during the market’s inevitable ups and downs. Mark Autterson is also responsible for educating the clients about their issues with tax and estate planning, as well as giving their clients the insights as to how important it is to get a life insurance, as he is also a licensed life insurance agent himself.

Mark Autterson has over 20 years of experience in the field of investment, financial services and accounting industries. He graduated from the Buena Vista University, where he got his degree in Accounting with a minor in Finance. He served as the vice president of a $750 million investment firm in Minnesota, and also worked as a registered representative under the Royal Alliance and the American Express. He also worked at the North Iowa Area Community College as a financial management professor, at the same time being a CPA practitioner. Later on, Mark Autterson would become a co-founder of WIN Wealth Management, where he is currently working at, helping clients resolve their issues with financial management.