Services, nec, nec, Investment advisory service, Investment counselors
Ramsay Stattman Vela & Price
Ramsay, Stattman, Vela & Price, Inc is a Registered Investment Advisor serving individual and institutional clients. The firm's mission is to preserve and grow our client's capital after inflation and taxes in accordance with the client's risk tolerance and investment objectives. The firm conducts its own investment research, and is not affiliated with any broker or dealer While clients may select the custodian of their choice, assets are always held at outside custodians, providing an additional layer of security. Our primary custodian is the leading provider of custodial, operational, and trading support for independent investment advisors with over $1.1 trillion of client assets Our singular focus is helping clients achieve their investment goals and objectives with a high level of client service Each client's portfolio is managed separately and the client works directly with the decision maker on his or her portfolio Solid long-term investment performance, with a particularly good record in preserving capital in down markets Utilize state of the art client reporting tools provided by one of the leading vendors of portfolio management software
