Ramsay, Stattman, Vela & Price, Inc.
RAMSAY, STATTMAN, VELA & PRICE, INC. is a registered investment advisor founded in 1971 with headquarters in Colorado Springs, Colorado, and a second office in Princeton, New Jersey. The firm specializes in providing highly customized financial advisory services to individuals and institutions, leveraging the expertise of four Chartered Financial Analyst designees each with more than 25 years of investment experience. Focused on a client-first mandate, the firm’s mission is preserving and growing client capital tailored to individual risk tolerance and objectives.
Investment Strategy
RAMSAY, STATTMAN, VELA & PRICE, INC. employs a time-honored investment philosophy centered on customized portfolio management. The firm conducts its own investment research and is not affiliated with any broker or dealer, allowing it to focus on strategies that best fit clients’ needs. They emphasize long-term capital growth while carefully managing risk in accordance with each client's risk tolerance and financial goals. The strategy combines disciplined asset allocation, individual security selection, and ongoing portfolio review to deliver consistent performance over market cycles.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 10.04% | $53.8M | 108,086 | $126.26 | $497.41 | +$11.6M |
A AAPL | Apple Inc. | 6.62% | $35.5M | 172,885 | $45.15 | $205.17 | -$4.4M |
N NVDA | Nvidia Corp. | 5.10% | $27.3M | 172,714 | $38.46 | $157.99 | +$10.3M |
B BRK-B | Berkshire Hathaway Cl. B | 4.42% | $23.7M | 48,718 | $111.89 | $485.77 | -$3.2M |
V V | Visa Inc. | 3.63% | $19.4M | 54,698 | $132.74 | $355.05 | -$81.9K |