Ram Investment Partners, LLC
RAM Investment Partners, LLC is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm manages nearly $1 billion in assets for over 2,000 clients, focusing primarily on individuals and high net worth individuals. Newly registered in 2023, RAM employs about 18-19 professionals, the majority of whom are investors. The firm provides advisory and investment management services designed to help clients achieve long-term financial goals.
Investment Strategy
RAM Investment Partners, LLC implements a diversified, outcome-oriented investment strategy focused on U.S. and global equities, as well as fixed income assets. The firm constructs portfolios using a combination of index funds, ETFs, and select direct equity holdings in leading companies such as Microsoft, Amazon, and Apple. Emphasis is placed on broad market exposure, cost efficiency, and risk-adjusted returns, seeking to serve primarily individuals and families through long-term, strategic asset allocation.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 20.31% | $96.7M | 2,699,138 | $26.49 | $35.84 | +$11.0M |
D DFAI | DIMENSIONAL ETF TRUST | 12.29% | $58.6M | 1,694,354 | $26.89 | $34.57 | +$7.5M |
M MSFT | MICROSOFT CORP | 11.67% | $55.6M | 111,778 | $340.92 | $497.41 | +$22.3M |
D DFSD | DIMENSIONAL ETF TRUST | 8.98% | $42.8M | 891,335 | $46.94 | $48.01 | +$9.9M |
C CORP | PIMCO ETF TR | 7.78% | $37.0M | 380,738 | $95.41 | $97.31 | +$3.1M |