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To Help Keep You Moving Forward

Investment Planning

An insightful, human approach driven by advanced investment engines and research

INVESTMENT STRATEGIES THAT ARE SIMPLE AND MAKE SENSE 

Markets move fast and often, so you need a partner who understands the ever-changing investing landscape. We combined 3 Theories and 2 Mechanisms to optimize an investment portfolio. As institutional investors, we apply a bottom-up investment approach, that requires a detail fundamental analysis of each of the companies that comprise our investment models.

 

Our primary and final goal is to add value to each of our investor that rely in our expertise and specialization during different markets cycles.

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Learn More About Investment Planning

The latest market outlooks and updates from Investment Management’s portfolio managers.

At Ramos Capital Group we can simplify your investment strategies.

Question? Call us at 

Our Products & Services

Our Capabilities

  • Alternative Investments
    Real Estate Programs Debt Focused Programs Energy Programs Interval Funds and Closed-End Funds Alternative Investments Approved for Use in CLASSIC Plus Fee-Based Accounts Preferred Equity/Corporate Debt
  • Advisory
  • Annuities
    Variable Annuities Fixed Indexed Annuities Traditional Fixed Annuities
  • Insurance
    Variable Life Fixed Life and IUL Term Life Disability Insurance Long-Term Care (LTC)
  • Mutual Funds
    Mutual Funds 529 Plans

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8141 2nd St. Suite 330

Downey, CA. 90241

Investment Management  

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