Investment Plans

Dividend reinvestment and direct stock purchase plans are used by a vast number of companies, both large and small. These plans provide a wide variety of benefits including attracting and retaining loyal long-term investors and giving shareholders and employees a cost-effective means to increase their ownership. They have also proven to be a highly cost-effective means of raising capital.

Each company designs their own plan to meet their company's objectives. Plans may have a variety of characteristics. Purchasing shares with dividends, cash contributions, payroll deductions or even direct debiting of bank accounts can be offered. Similarly, plans often permit shareholders to direct the sale or liquidation of shares through the plan, eliminating the need for a broker for a relatively small sale of shares.

The experts at R&T will provide the assistance necessary to help you design a plan that meets your company's objectives. Provided in the Step-by-Step guide is a more complete outline of the characteristics of these plans. We will provide samples of these as needed and work with you to design a plan that is both cost-effective and service-oriented to your investors.