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Redmond Asset Management, LLC
SEC-regulated
Registered investment advisor
Redmond Asset Management, LLC (RAM) is an SEC-registered investment adviser founded in December 2005 by R. Scott Redmond, CFA, headquartered in Richmond, Virginia. RAM specializes in managing domestic equity portfolios for retail and institutional investors. The firm offers discretionary and non-discretionary portfolio management services through various account types. RAM tailors portfolios based on individual client needs, considering factors like taxes, income requirements, and risk tolerance. The firm primarily focuses on publicly traded equity securities using bottom-up, fundamental research. RAM also invests in fixed income securities, mutual funds, and ETFs. RAM's fee structure is asset-based, with fees up to 2.00% annually, varying by account size and type. The firm does not charge performance-based fees or offer Side-By-Side Management. RAM's investment philosophy emphasizes long-term investing, seeking high-quality companies with growth potential. The firm's investment strategies include Core Growth, Conservative Growth, GARP, Equity Income, Concentrated, Global ETF, and Small Cap Core Growth. RAM does not charge start-up or termination fees and does not receive compensation for the sale of securities. The firm has no disciplinary events, and its employees adhere to the CFA Institute Code of Ethics. RAM provides clients with detailed quarterly reports and offers a class action recovery service through FRT: Financial Recovery Technologies.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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