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Colorado Springs, CO  (719) 473-6925   |  Princeton, NJ  (609) 454-3587

Colorado Springs: (719) 473-6925

Princeton: (609) 454-3587

Disclosures: Form CRS and Form ADV Part 2A

  • Garden of the Gods Park in Colorado Springs, Colorado Secure Your FutureWith Custom Financial Advisory Services
  • Ivy covered stone wall around a pane glass window in rinceton, New Jersey Peace of MindWith Proven Investment Performance

Meet Our
Portfolio Managers

 

john herdjeJohn W. Herdje, CFAJohn Herdje, CFA

Mark MichalekMark Michalek, CFA Mark Michalek, CFA

phil pricePhilip S. Price, CFA Philip Price, CFA

fred stattmanFrederick B. Stattman, CFA Fred Stattman, CFA

steve velaSteven R. Vela, CFA Steve Vela, CFA

Ramsay, Stattman, Vela & Price

We combine financial expertise and proven investment performance with the personal, high-quality service we would want for our own family members.

Our Service

We pride ourselves in offering a highly customized financial advisory service to individuals and institutions. We are a team of four Chartered Financial Analyst® designees with offices in Colorado Springs, Colorado and in Princeton, New Jersey. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Our Experience

Each of our portfolio managers has more than 25 years of investment experience, and we know the importance of adopting a successful, time-honored approach to ensure that our clients achieve their investment goals. Since our founding in 1971, we’ve consistently delivered solid long-term investment performance and remain committed to growth as the cornerstone of our investment philosophy.

Ramsay, Stattman, Vela & Price, Inc. is a Registered Investment Advisor. We conduct our own investment research, and we’re not affiliated with a broker or dealer.

Our Mission

Ramsay, Stattman, Vela & Price, Inc. strives to help clients achieve their investment goals by offering the highest level of individual service possible. Our mission is to preserve and grow our clients’ capital in accordance with individualized risk tolerance and investment objectives.