Which is Right
For You?
Ramsey Financial offers two approaches to actively managed investment accounts. The first option is a fee-based portfolio that we manage alongside the Huffman Financial Group.
The second option is commission-based and involves mutual funds managed by large investment companies.
Actively Managed Accounts
Fee Based
Ramsey Financial's fiduciary-managed fee based accounts are designed to provide you with a dynamic and more personalized approach to investing.
This service entails ongoing research, analysis, and decision-making to identify and select investments that we believe will offer the best potential for growth, income, and risk management.
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These accounts are an ideal choice
for clients seeking a more personalized investment approach and have a minimum of $25,000 to invest.
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We have a specific strategy that tailors to those needing to take income from their investment account during retirement as well.
If you're interested in learning more about this option, we would be delighted to discuss it further and tailor it to your specific financial goals.
Commision Based
Our commission-based investment accounts involve mutual funds actively managed by investment companies. Some of the investment companies we use, but are not limited to, are American Funds, Invesco, BlackRock, Amundi, and Principal Funds.
These companies have funds with numerous investment strategies that we can help you select based on your risk tolerance and objectives.
Our commission-based accounts are ideal for investors who want their assets managed by some of the largest fund companies in the world.
We would additionally recommend these options for investors who are just starting out and would prefer
an actively managed account, but don't quite meet the minimum requirement of our actively
managed fee-based accounts.
