Ransom Advisory

Ransom Advisory provides discretionary portfolio management and ongoing investment advice to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm reports managing roughly $318 million across about 250 client accounts and also offers employee benefit plan consulting and participant education.

The firm develops individualized investment policy statements and implements portfolios using both fundamental analysis and technical/charting methods, combining active management for larger accounts with passive, index-based approaches for smaller portfolios (generally under $250,000). Client accounts are managed on a discretionary basis, reviewed regularly against applicable benchmarks, and custody and trade execution are handled through a recommended qualified custodian that the firm uses for block trading and related services.

Distinctive features include an unusually large amount of assets and client accounts relative to peers of its size, and a recent firm founding paired with a principal who has decades of prior industry experience and serves on nonprofit and private fund boards (one nonprofit board is also a client of the firm, a relationship disclosed in the brochure). The firm discloses limited custody only for fee withdrawal, does not vote client proxies, and reports no acceptance of third‑party sales compensation.