About Ramsay Capital Group
Your Local Twin Cities Independent Portfolio Management Team
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As personal financial planning professionals, Ramsay Capital Group is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we will work diligently to develop a program that helps to carefully balance investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in a position to potentially reap those rewards. At Ramsay Capital Group, we enjoy helping our clients throughout the Twin Cities Metro Area build a solid financial foundation for the future.
Experience and Skill
When you choose our financial advisory services, you benefit from obtaining comprehensive advice from a team of qualified professionals - individuals with past experience in addressing your particular personal financial planning needs locally in Minnesota. Ramsay Capital Group proudly serves the entire Twin Cities Metro Area.
Independence & Objectivity
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent or subsidiary business entities, we have no such ties. At Ramsay Capital Group, our independence is vital to delivering objective, unbiased recommendations.
Our Process
Phase I: Discovery
We begin this stage during our initial meeting, where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase IV: Monitoring and Adjusting
We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed or that shifting global markets require a different investing approach, we are quick to make adjustments.
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