Managed Accounts
Managed accounts usually have great flexibility to design a portfolio to meet your specific needs. A managed account invests your money according to the outlined investment objective. There is usually a minimum investment for this type of investment can be used.
Return to Wealth Management/Financial Planning Services
* SII Investments, Inc., is a Registered Broker/Dealer through which securities we offer are processed. SII Investments, Inc., is a member of the Financial Industry Regulatory Authority and the Securities Insurance Protection Corporation, as well as a Registered Investment Advisor. SII Investments, Inc., R.W. Ramsay & Associates, Ltd. and Ramsay Financial Advisors, Ltd. are separate and independent companies. SII Investments, Inc. does not provide tax or legal advice, business consulting, or fixed insurance products.
