Karen Ramsey believes that money is meant to be a source of freedom and power. To that end, she has created an opportunity for more middle-income Janes and Joes to benefit from objective asset allocation, a wide variety of funds and ETFs and, often, institutional pricing.
“Through RamseyInvesting.com, we can offer a level of diversification that isn’t typically available for smaller portfolios at a very reasonable price,” explained Ramsey, president and founder of Ramsey & Associates in Seattle.
Clients with as little as $50,000 to invest can choose from three investment styles:
Active, for clients who believe that markets are inefficient and prefer fund managers who actively buy and sell funds. (Active portfolios may include socially responsible or passive funds.)