Private Equity, Asset Management, Financial Planning, Expertly Designed IPO Portfolios with Precision and insight
Venture Capital
Global Equities
Private Equity
Other
Achieving Your Financial Goals At Every Life Stage
At Rasmussen, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we’ll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you’re in.
What makes us Distinguished
Dedicated Focus – Your success is our priority. A dedicated portfolio manager and client service associate are backed by our investment committee, research team, operations staff, and expert network for comprehensive support.
Active Approach – We go beyond market returns, leveraging active investment strategies to prioritize proper risk management, a cornerstone of our philosophy.
Multidisciplinary Support – Beyond building portfolios, we assist with financial planning, including trust and estate matters, tax strategies, insurance, and business transactions.
Partnering With Rasmussen
We Help you Invest
Discover what's been happening in the world of IPOs
Our Research platforms provide the many tools needed to invest wisely
Whatever your goals may be, our team is here to help you reach them.
Asset Management
Our approach to asset management is active and adaptable. We employ a disciplined process and build client portfolios based on our own rigorous process, not Wall Street research or cookie cutter models.
Financial Planning
With over 100 years of collective experience, our team has successfully navigated multiple market cycles. Our combination of time-tested discipline with evolving tools helps increase our clients’ odds of achieving their goals.
Insurance Services
Rasmussen Management provides tailored insurance solutions to protect your assets and mitigate risks. We partner with trusted providers to deliver cost-effective, high-benefit strategies for your personal and business needs.
