Ramsay Stattman Vela & Price Inc
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 105156
- Registered since
- May 25, 1976
- Website
- rsvp-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., ANB FINANCIAL SERVICES
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.41%
- Charitable Organizations12.65%
- Individuals5.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ramsay Stattman Vela & Price Inc. is an independently operated registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration recorded in 1976) and manages assets for both individual and family clients as well as institutional accounts. Its primary fee model is a percentage of assets under management and its advisory services focus on discretionary portfolio management for individuals/small businesses and for business or institutional clients. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds8%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
3 of 5
Steven Vela
Portfolio ManagerCRD 4335501
Mark Michalek
Portfolio ManagerCRD 4730079
John Herdje
Managing DirectorCRD 3210335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$48.9M in ETFs
99%
$48.6M
1%
$294K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $10.1M | 139,750 | 20.55% |
Location
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 2 N Cascade Ave
- Time zone
- MT (UTC-7)
- Office locations
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