Ramsay Stattman Vela & Price

Ramsay Stattman Vela & Price

The firm was founded in 1971 and takes its name from its five portfolio managers, each of whom holds the Chartered Financial Analyst designation. They run the firm as a partnership of equals — there is no separate parent company, no external platform, and no wealth-management aggregator behind the curtain. The team operates from two offices: the headquarters at 2 North Cascade Avenue in Colorado Springs, Colorado, and a satellite at 116 Village Boulevard in Princeton, New Jersey. Ramsay Stattman Vela & Price conducts its own investment research and builds concentrated equity and fixed-income portfolios for individuals, high-net-worth families, trusts, and corporations. It does not disclose a specific asset-allocation breakdown or named holdings, but its Form ADV confirms a focus on publicly traded securities managed through separately managed accounts. The firm's investment philosophy emphasizes growth as the cornerstone of long-term performance, a position it has held consistently since inception. It explicitly notes that it is not affiliated with a broker or dealer, which means client portfolios are not shaped by commission schedules or proprietary-product mandates. The firm is deliberately small — five portfolio managers running the entire book, each with more than a quarter-century of investment experience. The Colorado Springs and Princeton offices serve distinct geographic client clusters, though the firm does not publish its total client count or assets under management. The partnership structure itself is the operational backbone: there is no separate C-suite, no junior analysts listed publicly, and no adjacent philanthropic or real-asset vehicles. The firm maintains registration as a Registered Investment Advisor and confines its business to states where it is properly registered or exempt. Ramsay Stattman Vela & Price's structure is its differentiator. By operating as a partnership of five equal portfolio managers with no broker-dealer tie, the firm sits outside the typical wealth-management tension between product distribution and fiduciary advice. Clients' portfolios are directly managed by a named CFA charterholder, and the size of the team — unchanged in public disclosures — suggests a deliberate refusal to scale headcount in pursuit of asset growth, a stance that keeps the advisor-to-client ratio tight by design.