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  2. Wilshire Associates - Wikipedia

    en.wikipedia.org/wiki/Wilshire_Associates

    Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital.

  3. Do-it-yourself investing - Wikipedia

    en.wikipedia.org/wiki/Do-it-yourself_investing

    New York Stock Exchange (NYSE) Do-it-yourself (DIY) investing, self-directed investing or self-managed investing is an investment approach where the investor chooses to build and manage their own investment portfolio instead of hiring an agent, such as a stockbroker, investment adviser, private banker, or financial planner.

  4. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

  5. Why Former Self-Directed Investors Are Partnering With ... - AOL

    www.aol.com/finance/why-former-self-directed...

    There are many reasons people might want to have complete control over their investments and wealth. For some, it's a matter of believing that if you want something done right, you do it yourself....

  6. 7 strategies financial advisors use with their own money - AOL

    www.aol.com/finance/7-strategies-financial...

    6. Ensure their emergency fund is only used for emergencies. Building an emergency fund is one of the first things advisors suggest to those who are early in their financial lives. Typically ...

  7. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    By 2018, the company managed $160 billion in assets and was the largest provider of managed accounts in the defined-contribution market. [18] The company provided 401(k) investment advice managed by a proprietary technology platform with access to human advisers. [16] In 2018, its clients included Comcast NBCUniversal and IBM. [19]