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Portfolio > Mutual Funds

A Choice of Investment Styles at a Reasonable Price

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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, 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.)

Socially Responsible, for investors who prefer actively managed funds that include social and ethical screens in their selection process.

Passive, for investors who believe that markets are efficient and simply wish to track the performance of an index. (Passive model portfolios may also include actively managed funds for diversification.)

Ramsey, who welcomes referrals from advisors with higher minimums, can be reached at (206) 324-1950 or [email protected].


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