The Firm provides customized investment strategies for High-Net-Worth Individuals, Endowed Institutions, Family Offices, and Fund Sponsors.
With over $5.85 Billion in Assets Under Advisement, RAM is positioned to deliver on our Senior Executives over 100 years of combined experience in 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 additional measurement and reporting on how closely the investment aligns with the asset owner's goals.
As a complement to traditional financial metrics, by reviewing Social and Environmental criteria, Reflective Investing provides a more holistic view on an investment's true performance potential. The methodology permits a forecast, to "S.E.E." if the portfolio can deliver on traditional financial goals and achieve the prescribed values.
Often times referred to as Governance, how is the company managed with regards to shareholder rights, executive compensation practices, independence of the board and a check on CEO power?
How do the company's sustainability practices mitigate risk and drive value? Does the company act on sourcing materials, product packaging, supply chain miles and energy consumption thoughtfully?
What type of culture is present in the company? Are they good stewards of human capital? Do they value their employees and customers? Does the company conduct itself with ethics and value human rights?
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).