Redmond Asset Management, LLC

Redmond Asset Management provides discretionary and non‑discretionary portfolio management and limited financial planning for both individual and institutional clients, including trusts, retirement accounts, corporations, foundations, endowments, municipalities, and other institutions. Services are delivered through separately managed accounts, sub‑advisory and wrap fee arrangements, model/UMA programs, and unified managed account platforms.

The firm follows a long‑term, bottom‑up fundamental investment process that emphasizes identifying “high‑quality” companies using proprietary screens and cash‑flow analysis, applied across multiple equity strategies (Core Growth, Conservative Growth, GARP, Equity Income, Small Cap) as well as a Global ETF strategy and tax-aware fixed‑income approaches. RAM’s brochure stresses subjective judgment in valuing future cash flows, limited use of alternatives, and a hold‑to‑maturity bias for many fixed‑income holdings.

Distinctive features noted in the brochure include recent inorganic growth—RAM purchased a book of business in March 2024 and acquired Norton Capital Management, Inc. as a subsidiary in October 2024—and a firm asset base of roughly $537 million (about $508 million discretionary), which the firm presents alongside historically providing model updates to UMA sponsors. The brochure also discloses operational practices that differ from many peers: default enrollment in a third‑party class‑action recovery service (clients may opt out), 37 clients with standing transfer authorizations totaling about $18.5 million, and a staff where most investment professionals hold the CFA designation and the firm has adopted the CFA Code of Ethics.