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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.

Learn More About Investment Planning

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

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At Ramos Capital Group we can simplify your investment strategies.

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Our Products & Services

Alternative Investments

Broker Dealer Services

Annuities

Insurance

Mutual Funds

Advisory

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