Welcome to Ramsay, Stattman, Vela & Price, where we combine financial expertise and proven investment performance with the personal, high-quality service we'd want for our own family members. We pride ourselves in offering a highly customized financial advisory service to individuals and institutions.
We are a team of four Chartered Financial Analyst designees with offices in Colorado Springs, Colorado and in Princeton, New Jersey. The CFA designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.
We are a team of four Chartered Financial Analyst designees with offices in Colorado Springs, Colorado and in Princeton, New Jersey. The CFA designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Services
Many of our values at Ramsay, Stattman, Vela & Price, Inc. have been shaped by our firm's inspiring founder: Robert H. Ramsay, whose passion was working with individuals' investments and establishing long-term client relationships. The cornerstone of his investment philosophy was that growth was an essential component of nearly all portfolios, and this notion guides us still today.
We begin the process by analyzing your unique investment objectives and constraints to arrive at a customized Investment Policy Statement. We consider your time horizon, liquidity needs, tax situation, as well as any legal or other specific circumstances during this process. We implement your unique investment plan and report back to you, making sure that we consider your needs as they change from time to time.
We focus on long-term preservation and growth of capital through appropriate asset allocation. We typically pursue growth by investing in common stocks of companies that have demonstrated consistent earnings growth, and in most cases, consistent dividend growth as well. Continued growth in earnings should drive value over time.
Each of our portfolio managers has more than 25 years of investment experience, and we know the importance of adopting a successful, time-honored approach to ensure that our clients achieve their investment goals. Since our founding in 1971, we've consistently delivered solid long-term investment performance and remain committed to growth as the cornerstone of our investment philosophy.
Successful investing requires both discipline and patience, and they're both a part of my mentality and investment approach. Years of experience and a long-term view help me think objectively for my clients and make sound financial decisions. John Herdje is the managing director of Ramsay, Stattman, Vela, & Price's Princeton, New Jersey office.
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