BerganKDV recently announced the addition of Institutional Investment Management, offered through BerganKDV Wealth Management, LLC, to its lineup of wealth management services. The new offering will help organizations maximize their extra funds by thoughtfully investing them instead of collecting minimal interest in a bank.
When a client utilizes BerganKDV’s institutional investment management service, they can expect to partner with a seasoned investment team who will assess their organization’s potential risk, determine returns goals and from there, create a customized investment plan that addresses both. The engagement includes leveraging BerganKDV’s ongoing fundamental research, historical volatility scenarios and market assessments. BerganKDV’s investment team will then utilize those assessments to formulate capital market expectations and implement an investment portfolio that aligns with both market expectations and the client’s unique needs.
“I am thrilled to announce the release of our new Institutional Investment Management offering,” said Derek Hoyt, Chief Investment Officer at BerganKDV. “Given the current market environment, now is a great time to ensure your organization’s assets are working for your business by leveraging our varied investment management strategies. Our investment team understands the ebbs and flow of the market and takes the time to get to know a client’s unique goals and expectations so that we can design and implement a strategy that delivers, with service that sets us apart. I know this service will make a positive impact and look forward to the results our team will generate through their dedication, thorough research and passion for helping clients achieve both short and long-term financial success.”
With many organizations recently receiving increased funding from outlets such as the Paycheck Protection Program (PPP) and the current state of inflation and market performance, BerganKDV aims to use its Institutional Investment Management service to ensure its clients can optimize and further diversify their extra funds for whatever the future holds. BerganKDV’s Institutional Investment Management offering is already available for clients who are interested. To learn more about the new offering and request a quote, visit the solution webpage on BerganKDV’s site linked here.