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Total: 27 results found.

The Best Investing Advice for Beginners (From 13 Experts)

Created on Friday, 02 October 2015. Posted in Content/our blog

... consider it to be like a built-in investment return on the funds you invest. If you contribute $2,500 annually and your employer kicks in $1,200 then your assets have an automatic capital gain of 48% ...

How to Solve Your Retirement Spending Need

Created on Wednesday, 01 October 2014. Posted in Content/our blog

... be when you decide to retire. Fidelity Investments suggests that 85% of your projected final year of payroll on an after tax basis will get you in the ballpark of your requirement. It appears that is a ...

Solution Development

Created on Thursday, 07 August 2014. Posted in Content/Financial Planning

... in a 401(k), you need to make the correct investment selections from the options available to you. We'll ensure that the choices you make help to complement the assets we manage for you or help to manage ...

Financial Planning

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

... we plan where we are going. The Current Status stage focuses on: The level of your spending Savings and investment balances Education funding How you have invested your money How much you are ...

Creating Your Strategy

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

... financial plan and a written investment policy statement will become your strategy that holds you on that right path.  ...

Tracking and Review

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

Financial planning is continuous endeavor but completed on a periodic basis. Complete financial reviews can be completed on an annual basis but more likely every three to five years is sufficient. Investment ...

Discretionary Asset Management

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

When people hire an investment advisor they still want to retain some control over the decisions that are made with their assets but typically want to delegate the responsibility of portfolio construction ...

Investment Advisory and Consultation

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

Some individual investors enjoy maintaining self-directed accounts in which to conduct securities transactions. They may have the time and interest to manage assets, but yet they may want to consult a ...

Getting Started

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

The best thing that the investment industry can do is to encourage people to invest. RAM believes that the best way to nurture that interest is to ensure that people have a good experience when they start ...

Don’t Let External Factors Force You to Commit Strategy Errors

Created on Friday, 06 June 2014. Posted in Content/our blog

... of interest income. These savers learned the tough lesson that a cash account is not a risk free investment. Just because the investment markets are warped by the Fed doesn't mean that an investor who ...

Our Principles

Created on Monday, 30 April 2012. Posted in Content/about

... best interests and that is not only RAM's commitment but it is required by our status as a registered investment advisor that is held to a fiduciary standard. Our clients benefit from regular detailed ...

Your Advisor

Created on Monday, 30 April 2012. Posted in Content/about

Michael Alexenko, CFA is President of Royal Asset Managers, a boutique investment advisory firm. He has nearly 30 years of experience working with small business owners and individual investors. He was ...

Our Philosophy

Created on Monday, 30 April 2012. Posted in Content/about

... job as your investment advisor is to construct your portfolio with the highest quality investments available in order to offer the greatest probability of achieving your goals. We build your portfolio ...

Fee Schedule

Created on Monday, 30 April 2012. Posted in Content/about

... our compensation goes up when your accounts increase in value. Financial Planning - Basic charge of $2,000 for investment portfolio analysis, recommendations for changes to portfolio, retirement projections, ...

Who We Serve

Created on Monday, 30 April 2012. Posted in Content/about

... alternative investments are not uncommon and financial planning problems may be more focused on tax & estate planning and charitable giving. Affluent Investor Class: These are individuals who may ...

Affiliations

Created on Monday, 30 April 2012. Posted in Content/about

... Learn More.   Fidelity Investments: There is no form of legal partnership, agency affiliation, or similar relationship between RAM and Fidelity Investments, nor is such a relationship ...

Retirement Accounts

Created on Monday, 30 April 2012. Posted in Content/services

... RAMS will assist you in making the appropriate investment selections available to your employees. To achieve increased employee participation we will offer the continuing education needed to help people ...

Investment Advice

Created on Monday, 30 April 2012. Posted in Content/services

... investment vehicles. With you we will target subjects like: your asset allocation, diversification, investment costs, tax efficiency, concentration risks and investment rebalancing. Under this format clients ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

Investment advice and financial planning are two distinct financial disciplines. Financial planning gives us a better understanding of our clients’ situations and aids us in the management of their portfolios. ...

Important Disclaimer

Created on Monday, 30 April 2012. Posted in Content/main

Before You Invest Royal Asset Managers uses a variety of investment vehicles in client portfolios. Some investments have greater market volatility (risk). Although the investments are used as part of ...

Welcome to Royal Asset Managers

Created on Tuesday, 24 May 2011. Posted in Content/main

Royal Asset Managers (RAM) is dedicated to helping you navigate your financial future. As your fee-only investment advisor and financial partner, we are in the business of consultative solution development, ...