Federated Investment Management Company
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Overview
Federated Investment Management Company is an advisory firm based in Pittsburgh, Pennsylvania. The firm handles $420.3 billion in assets throughout 80 customer accounts, making it one of the largest firms in the country by assets under management (AUM). The company has a large group, including 100 financial advisors. Federated Investment Management Company does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, stocks and options.
Federated Investment Management Company administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices for the client's account without needing client consent. The advisory firm's typical account size is $5.3 billion. The typical advisor at Federated Investment Management Company oversees fewer than one client account, placing it among the most personalized firms in the country.
The firm's central office is at 1001 Liberty Avenue, Pittsburgh, Pennsylvania 15222-3779. The company is permitted to serve clients in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Federated Investment Management Company by the Numbers
$420.3 billion
101
80
$5.3 billion
Products and Services
Services that Federated Investment Management Company provides can include portfolio management for investment companies and selection of other advisers. Federated Investment Management Company is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients. Federated Investment Management Company is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, trust company and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on the type of financial services offered. Fees charged by the firm may include the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Federated Investment Management Company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm works with investment companies. Out of its 80 accounts, Federated Investment Management Company's biggest client group is investment companies. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Federated Investment Management Company does not have any disclosures.
Please visit its Form ADV for more details.
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