About the Portfolio Management & Investment Advice in West Virginia Market Research Report
What’s Included in the Portfolio Management & Investment Advice in West Virginia Market Research Report
Definition of the Portfolio Management & Investment Advice in West Virginia?
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
What’s included in the Portfolio Management & Investment Advice in West Virginia?
The Portfolio Management & Investment Advice in West Virginia includes large cap equity asset management, fixed-income asset management, equity specialties asset management, alternatives asset management, fee-based financial investment advice services and financial planning services. Related terms covered in the Portfolio Management & Investment Advice in West Virginia industry report includes the assets (e.g. equities, fixed income, real estate and alternative assets) managed on behalf of clients, an investment fund, usually only open to customers that meet specific wealth characteristics, that undertakes a range of investment and trading activities, an investment fund traded on stock exchanges that holds assets (e.g. stocks, commodities or bonds) and trades close to its net asset value over the course of the trading day, a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index and a financial strategy in which an investor or a fund manager invests in accordance with a pre-determined strategy that doesn't entail any forecasting.
Industry Performance of the Portfolio Management & Investment Advice industry in West Virginia
Benchmark the Portfolio Management & Investment Advice in West Virginia industry performance with all WV county and national performance.
Portfolio Management & Investment Advice in West Virginia
#50 in Highest Revenue 0% of state's GDPRevenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)
Portfolio Management & Investment Advice in the US
Revenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)
For the full list of industry drivers, see report purchase options.
Key Drivers of the Portfolio Management & Investment Advice industry in West Virginia
See how key industry drivers, such as population, house price index, new business formation, s&p 500, yield on 10-year treasury note and per capita disposable income are impacting Portfolio Management & Investment Advice in West Virginia
West Virginia Economic Indicators
Population
House Price Index
New Business Formation
View more economic information in WV State Economic profile
US Key External Drivers
S&P 500
Yield on 10-year Treasury note
Per capita disposable income
For the full list of industry drivers, see report purchase options.
County Data of the Portfolio Management & Investment Advice industry in West Virginia
Access proprietary data on county in the Portfolio Management & Investment Advice in West Virginia, such as Kanawha County, Cabell County and Monongalia County. Data includes figures on revenue, establishments, employees and wages by counties.
Key Statistics of the Portfolio Management & Investment Advice industry in West Virginia
Download 18 years of historical data and 5 years of projected performance.
