Samuel A. Ramirez & Co., Inc.

Ramirez & Co. offers a wide range of investment products and services to meet the needs of sophisticated investors including: Fixed Income Securities, Equities, Mutual Funds, Retirement Plans, Wealth Management/Financial & Estate Planning, Insurance, and Annuities. The investment specialists in our Private Client Group are seasoned professionals, with the knowledge, experience and integrity that have set Ramirez & Co. apart since 1971.

Portfolio Management

We identify a client's specific goals and risk tolerance to develop an asset allocation of appropriate investments. Our professionals constantly monitor all portfolios to make adjustments based on changing financial needs and market conditions.

Retirement Planning

Ramirez & Co. Financial Consultants are experienced in all aspects of retirement planning. Whether it is advising on optimizing the role of an Individual Retirement Account (IRA), a Roth IRA or a company retirement plan, our experienced financial consultants can assist with any and all future retirement needs. (Click for more info)

Wealth Management

Samuel A. Ramirez & Co., Inc. wealth managers provide highly customized financial advice and investment solutions to high net worth individuals and families. We specialize in providing our clients with custom-tailored financial solutions to help manage unique and complex financial issues. Our process is based on:

Managing assets in a tax efficient manner.
Creating and implementing investment guidelines and an asset allocation based on a client’s particular risk tolerance.
Evaluating each client’s needs and lifestyle requirements to prepare for long and short term goals, large purchases and wealth transfer.
Handling of large concentrated positions to alleviate market exposure and risk.
Evaluate needs for Trust, Insurance and other Estate Planning issues.

Estate & Financial Planning

Estate planning, the most complex facet of a financial strategy, is designed to help secure your hard-earned assets and ensure your family's future. Ramirez & Co offers an array of investment vehicles in trust and estate planning, life insurance, and long-term care insurance to fulfill your needs. A Financial Consultant can work with you, your attorney and tax advisor to customize an estate plan that will enable you to protect the assets you've spent a lifetime accumulating.

Ramirez Asset Management

Ramirez Asset Management provides Investment Advisory Services to individuals, trusts, estates, corporations and other business entities including banks, thrift institutions, pension and profit sharing plans, and charitable organizations. (Click for more info)

Prestige Platinum Account

With a Ramirez & Co Prestige Platinum Account offers a multi-faceted money management solution. The Prestige Account is a checking and investment account with many features to maximize your personal finances. (Click for more info)

Features Include: