We provide customized investment strategies for Individuals, Endowed Institutions, Non-Profits, and Family Offices.
With over $5.4 Billion in AUA and over $60 Million in Discretionary AUM, RAM is positioned to deliver on our over 75 years of combined experience in Wealth Management & Financial Services.
We have dubbed our investment philosophy - REFLECTIVE INVESTING. It is our proprietary process of looking beyond just the financial performance of investments. It's the measurement and reporting on how closely the investment aligns with the asset owner's goals.
In addition to traditional financial metrics, by reviewing Social and Environmental criteria, we believe we have a more holistic view on an investment's performance potential. We are able to "S.E.E." if your portfolio will deliver on your financial goals and values.
Social criteria reflect how companies engage, support and deploy human capital. How do companies treat their employees, customers, shareholders, and suppliers? Better Human Capital Practices Lower turnover and more productive workers.
Lower turnover and more productive workers.
How do the company's sustainability practices make the world greener while mitigating risk and driving value? Does the company act on sourcing materials, product packaging, supply chain miles and energy consumption thoughtfully?
Climate risk compliance, cost savings, brand halo.
Reflective Investing makes the case that not only are these companies good stewards, they are also great investments.
The S.E.E. Methodology doesn’t require sacrificing returns for values alignment.
200 factor model with audited track record designed to identify social AND financial alpha.
Your values and preferences mapped to your holdings - Is my portfolio a reflection of my values?
Customized benchmarks created to evaluate the performance of your unique portfolio
Algorithmic position sizing and sector tilts allows for ACTIVE alpha seeking, with BETA-like risk profile.
Independent, third-party, verified data. We don't buy other firm's ratings.
Audited multi-year track record of top decile performance against our Lipper Peer Group (over 500 competitor funds).