Written Investment Plans

Many of our clients are age 50 and older.  By this age many investors have accumulated assets from many different sources, but most do not have a written investment plan or what we would call an Investment Policy Statement.

Creating an Investment Policy Statement allows the client to:

• Clearly see and understand the allocation of their assets before they are invested
• Written plans act as a blueprint for future dollars added to the plans or can assist with liquidations as needed
• Greater accountability comes when a plan is written, explained and signed off by the client.  We want to eliminate guesswork as much as possible
• Written Investment Plans through Ramsier Financial Services have a minimum requirement of $100,000