Ramirez Asset Management (RAM) offers investment management services, specializing in fixed income and equity strategies, primarily for institutional and high net worth investors. RAM manages client portfolios on a separately managed account basis. RAM also advises private funds. RAM's fixed income strategies incorporate domestic fixed income securities. RAM's equity strategies adhere to a bottom-up, value investment philosophy.
Assets Under Management$12B
Clients677
Advisors3
Avg. per Client$18M
Avg. per Advisor$4.1B
Fee Structure
Investment management only (planning not offered)
Ramirez Asset Management (RAM) offers investment management services for both fixed income and equity strategies.
For individual retail investors, the fees are:
- Fixed income strategy: 0.25% to 0.50% of your portfolio per year.
- Equity strategy: 0.75% to 1.00% of your portfolio per year.
- Balanced portfolio: 0.50% to 1.00% of your portfolio per year, depending on investment objectives and time horizon.
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