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

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.

 
  • “Successful investing requires both discipline and patience, and they’re both a part of my mentality and investment approach. Years of experience and a long-term view help me think objectively for my clients and make sound financial decisions.”
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  • “I get a lot of satisfaction in seeing our clients succeed, and I’m proud of the fact that we’ve added value for them by sticking to a proven process that has worked very well over the long term.”
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  • “Being responsive is important to me. If someone reaches out to me with an issue or a question, I respond right away. I want my clients to trust me and know that I care about their concerns.”
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  • “It’s important for me to treat everyone I work with fairly and equally. Regardless of the size of their account, clients deserve service that’s highly personal, and I think it’s essential to give each of them that individualized attention.”
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Welcome to Ramsay, Stattman, Vela & Price, where we combine financial expertise and proven investment performance with the personal, high-quality service we’d 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.