Investment Account Manager

09/16/2026

Don't Let Your Brokerage Firm Be the Only Keeper of Your Investment History. If years of brokerage records suddenly became unavailable tomorrow, would you still have a complete history of your investments?

That's exactly why Investment Account Manager (IAM) can be such an important part of managing a portfolio.

IAM gives investors the ability to maintain their own independent, permanent record of purchases, sales, cost basis, income, realized gains and losses, and portfolio performance—regardless of where their investments are held.

When you change brokerage firms, your investments can move.

Your records shouldn't disappear.

Don't wait until you change brokers—or discover that years of historical information are no longer available.

With Investment Account Manager, you can build and maintain a comprehensive investment history that remains under your control.

Protect your investment history. Know your cost basis. Track your performance. Keep your records independent of your broker.

Learn more about Investment Account Manager and start taking control of your investment records today.

07/17/2026

https://www.investmentaccountmanager.com/products/why-buy-and-hold-remains-a-smart-investment-strategy/

Warren Buffett once said, “Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.” Few quotes capture the essence of successful long-term investing better.

05/12/2026

https://www.investmentaccountmanager.com/products/concentrated-investment-positions-2/

With the recent run-up of stock market levels over the past several years, many investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage of the total portfolio value. Investors must pay attention to these con...

03/31/2026

https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins/investorgov-tips-2026-investor-bulletin

As part of Financial Literacy Month, the SEC’s Office of Investor Education and Assistance is issuing this Investor Bulletin to highlight important information on Investor.gov to help you make informed investment decisions and avoid investment fraud. If you have questions, contact us through our o...

01/27/2026

Introduction to Investing
Many people just like you turn to the markets to help buy a home, send children to college, or build a retirement nest egg. But unlike the banking world, where deposits are guaranteed by federal deposit insurance, the value of stocks, bonds, and other securities fluctuates with market conditions. No one can guarantee that you’ll make money from your investments, and they may lose value.

The U.S. Securities and Exchange Commission enforces the laws on how investments are offered and sold to you. Protecting investors is an important part of our mission. We cannot tell you what investments to make, but this website provides unbiased information to help you evaluate your choices and protect yourself against fraud.

Many people just like you turn to the markets to help buy a home, send children to college, or build a retirement nest egg. But unlike the banking world, where deposits are guaranteed by federal deposit insurance, the value of stocks, bonds, and other securities fluctuates with market conditions.

01/09/2026

From retirement planning, to saving for education, to simply building a nest egg, individual investors may have a wide range of goals they hope to achieve. A concrete investment plan can help keep you on track – and increase your chances of achieving your goals.

From retirement planning, to saving for education, to simply building a nest egg, individual investors may have a wide range of goals they hope to achieve. A concrete investment plan can help keep you on track – and increase your chances of achieving your goals.

12/12/2025

This Investor Bulletin provides an overview of types of crypto asset custody and provides tips and questions to help you decide how to best hold crypto assets.

The SEC’s Office of Investor Education and Assistance is issuing this Investor Bulletin to help educate retail investors about the ways investors can hold crypto assets. This Investor Bulletin provides an overview of types of crypto asset custody and provides tips and questions to help you decide ...

12/01/2025

Is it time to rebalance your investment portfolio? It depends. Many investment professionals recommend rebalancing a portfolio regularly, typically every six to 12 months.

https://www.investor.gov/additional-resources/spotlight/directors-take/rebalancing-your-investment-portfolio

10/16/2025

As the close of 2025 quickly approaches, investors should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investors manage tax consequences, while helping to better manage their investment portfolio(s).

https://www.investmentaccountmanager.com/products/2025-year-end-tax-planning-tips/

09/12/2025

https://www.investor.gov/introduction-investing/general-resources/investor-preparedness-checklist

Are you prepared for your financial future? Use the checklist to get started. Start early! Go to Investor.gov for free tools and information about investing.