Redmond Asset Management (RAM) offers investment management services, primarily managing domestic equity portfolios. RAM provides both discretionary and non-discretionary portfolio management to individuals and institutions. RAM specializes in identifying and investing in publicly traded equity securities using fundamental research. They also invest a smaller portion in fixed income, mutual funds, and exchange-traded funds. RAM offers limited financial planning services to determine the appropriate investment policy and strategy for clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These rates apply to Equity Strategies: Core Growth, Conservative Growth, Growth at a Reasonable Price (“GARP”), Global ETF, and Small Cap Core Growth. For Equity Income, the rate on the first $2 million is 0.85%. For Concentrated, the rate is 2.00% flat. For Fixed Income and Municipal Bond, the rate is 0.50% flat. All fees are negotiable.