Wachovia

 

The Ranch Investment Consulting Group delivers knowledgeable financial advice and wealth management services through a staff of five investment professionals with more than 80 years experience and three exceptional, client centric relationship managers.

We advise clients who have more than $2 million in corporate, family and individual assets held with Wells Fargo Advisors, LLC and have extensive experience assisting high-net-worth clients with:

 


• financial and investment strategies
• wealth transfer and preservation
• business services
• retirement strategies and solutions
• estate planning strategies working with a client’s family advisor
• portfolio development
• concentrated stock strategies


As a leading provider of investment services, the Ranch Investment Consulting Group would like to help you plan for the future.

What sets us apart:


Open Architecture: Our uncommon and bold approach to total client team immersion is our open floor plan. This is the cornerstone of our business and is unique in the industry.


Commitment and focus: Our clients are comprised of affluent families and individuals, corporate executives and successful business owners who value the commitment we bring to each relationship. We believe that most successful wealth management strategies looks at the big picture.  We endeavor to establish deep and valued relationships with clients to truly define their needs, aspirations and risk tolerance levels.
 


Knowledge: We understand the financial disciplines that matter to you, including asset management, tax minimization* and concentrated stock management strategies, as well as philanthropic planning.
 

Our Approach:  Equipped with the knowledge of client's goals, we help you set targeted objectives that are flexible enough to adapt to your changing personal and/or business financial needs. Our job is to help you organize and set those strategies into action, finding solutions and identifying opportunities that could influence your financial success and security. 
 

* Wells Fargo Advisors, LLC is not a legal or tax advisor.
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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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