Since 1993, Brook Capital has been dedicated to helping our clients navigate the complexity of building and managing their wealth.
We were founded with the goal of guiding as many people as possible towards a secure financial future.
Ramu Ramiah founded Brook Capital (under its previous name, Ramiah Investment Group) in 2004 after a 12 year career with Prudential Securities. He sought to provide a more focused and independent set of services to clients. Since that time we have expanded, including adding Jason Visner, Daena Ramiah, and Daniela Rossi de Camargo as Financial Advisors. We look forward to continued growth in fulfilling our passion - providing exceptional and personal service as we diligently strive to serve the individual needs of our clients. We now manage $181 million in assets, with clients in 62 countries.
our Mission and Method
Integrity is the bedrock of our approach. In an environment where the financial services industry has done much to erode trust, we seek to be a source of honesty, integrity and truth. We believe that if we have to mislead you to be in business, we should not be in business at all.
At Brook Capital, we seek to build lasting relationships. We did not get into this business to merely update and balance investments, but to be a trusted partner to walk alongside you on your path towards financial security. We are in it for the long-run.
The first step in any relationship is, of course, to get to know each other: for you to get to know who we are and how we work, and for us to understand you and your unique situation. Whenever we prepare a plan, we take into account the bigger picture of your life to design a plan that works for you no matter what comes your way. You are never just a number on a page.
Your financial situation is unique, and deserves a unique approach.
Throughout the process of implementing our recommendations we will walk with you side-by-side through all the details. Once your plan is implemented, we provide ongoing monitoring, management and maintenance. As the changes of time occur, whether in your personal life or in the markets and economy, we continue to provide guidance and direction to help you toward your goals.
As with any healthy relationship, we come alongside you as a trusted advisor, and never a high pressure sales person. You should settle for nothing less in planning for your financial well-being. Get in touch today to get started on the path toward reaching your goals.
What we can do for you
Are you just starting to save for your future?
Small wins early on can pay off well in the long run. Let us help you find your first steps.
Are you are a seasoned investor?
We can assist in the consideration of the complex issues surrounding your wealth management - from tax issues to estate planning, college funding to risk analysis.
Are you a small business owner?
Let us help you navigate the complexities of retirement plan design to determine the most sensible solution for your situation.
Are you currently working with an advisor, but wonder if you are on the right track?
It never hurts to have another set of eyes look over your situation. We will provide you with a complimentary second opinion.
Brook Capital's goal is to help you reach your financial objectives. Our commitment is to provide unbiased advice, impeccable service, and financial management experience to serve your individual needs.
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