Ramsay Stattman Vela & Price Inc

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Client assets under management

$680,037,783

Clients

390

61% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$1,743,687

About

Ramsay, Stattman, Vela & Price provides individualized investment supervisory services and ongoing portfolio management to a mix of individual clients (both non‑high‑net‑worth and high‑net‑worth), trusts, estates, corporations, banking entities, pension and profit‑sharing plans, and charitable organizations. The firm offers discretionary portfolio management as its primary service and also acts as a sub‑advisor, providing investment management to third‑party trust and custody accounts.

The firm’s investment process emphasizes fundamental analysis to set client‑specific investment policies and generally favors long‑term purchases consistent with clients’ objectives, time horizons, and risk tolerances. RSV P typically manages accounts on a discretionary basis, allows clients to impose reasonable investment restrictions, and monitors accounts continuously with periodic reviews and quarterly portfolio appraisals.

What distinguishes the firm is its long operating history (conducting business since 1971) and its scale: a relatively small advisor team managing several hundred million dollars in client assets, including formal sub‑advisory relationships with a bank trust division and custody arrangements across multiple custodians. The firm also maintains limited custody capabilities through client‑authorized standing letters of instruction and employs aggregated block trading and formal allocation policies when executing trades.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 0.7% $2,000,000+: Negotiable

Other

Account minimum: $500,000 requested minimum account size (not strictly required) Minimum fee: $3,000 minimum annual fee regardless of account size Fee-only: Advisory fees charged as a percentage of AUM with minimum annual fee; no commissions charged.

Main office location

Ramsay Stattman Vela & Price Inc

2 N. Cascade Ave., Ste 810

Colorado Springs CO 80903, United States

Number of offices

Most active in

California · Colorado · Florida · New Jersey · Oregon · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 719-473-6925

Advisors at this firm

Steven V

CFA®

Colorado Springs,, CO

Ramsay Stattman Vela & Price Inc

Steven Vela is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price, Inc. since 1989. The firm provides individualized investment supervisory services and ongoing portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Wealth management

Mark M

CFA®, Series 66

Colorado Springs, CO

Ramsay Stattman Vela & Price Inc

Mark Michalek is a CFA® charterholder with 21 years of industry experience. He is currently with Ramsay Stattman Vela & Price Inc and has been with UBS Financial Services Inc since 2013. Ramsay Stattman Vela & Price Inc provides individualized investment supervisory services and portfolio management to a diverse client base including individuals, trusts, estates, corporations, pension plans, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Wealth management

Frederick S

CFA®

Colorado Springs, CO

Ramsay Stattman Vela & Price Inc

Frederick Stattman is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1990. The firm provides individualized investment supervisory services and portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and periodic reviews.

Wealth management

Philip P

CFA®, Series 63, Series 65

Colorado Springs, CO

Ramsay Stattman Vela & Price Inc

Philip Price is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1995. The firm provides individualized investment supervisory services and portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Wealth management

John H

CFA®, Series 66

Colorado Springs, CO

Ramsay Stattman Vela & Price Inc

John Herdje is a CFA® charterholder with 16 years of industry experience. He has been with Ramsay, Stattman, Vela & Price, Inc. since 2009. The firm provides individualized investment supervisory services and portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Wealth management

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