Business Details
50+ Years
experience
Custom Financial Advisory Services for Long-Term Growth
Ramsay Stattman Vela & Price has provided personalized financial advisory services since 1971, combining rigorous investment research with a client-centric philosophy. Our team of four Chartered Financial Analysts brings over 25 years of experience to each client relationship, maintaining the founding principles of growth-oriented investing and community stewardship established by Robert H. Ramsay. We operate independently as a Registered Investment Advisor, conducting proprietary research and tailoring portfolios to individual risk tolerances across personal accounts, retirement plans, trusts, and nonprofit endowments.Our dual offices in Colorado Springs and Princeton allow us to serve clients nationally while maintaining localized service delivery. We emphasize transparent communication, regular portfolio reviews, and adherence to evolving financial regulations, ensuring clients receive both strategic guidance and practical implementation for long-term wealth management.
Services
Financial Advisory
Retirement Planning
Trust Management
Nonprofit Consulting
Investment Strategy
Details
- Year established: 1971
Highlights and features
- Four CFA charterholders with combined 100+ years of investment experience
- Independently managed portfolios without broker-dealer affiliations
- Proven growth philosophy since 1971 with institutional-quality research
- Dual office locations serving Colorado Springs and Princeton markets
- Transparent reporting with personalized client communication protocols
Associations and certifications
- Chartered Financial Analyst (CFA)
- Registered Investment Advisor
What people say
Proven track record
Personalized approach
Expertise in trusts
Responsive communication
Long-term planning
Services
Financial Advisory
We develop customized investment strategies aligned with individual financial goals and risk tolerance. Our CFA-certified advisors create comprehensive plans addressing asset allocation, tax efficiency, and long-term growth. Services include portfolio monitoring, market analysis, and regular performance reporting to ensure clients stay on track toward their objectives.
Retirement Planning
Our retirement specialists design sustainable withdrawal plans and contribution strategies for pre- and post-retirement phases. We optimize Social Security benefits, manage required minimum distributions, and ensure compliance with evolving pension regulations. Regular reviews adjust plans to changing market conditions and personal circumstances.
Trust Management
We administer trust portfolios according to legal documents while balancing beneficiary needs. Our approach includes liquidity management, tax-efficient distributions, and conflict resolution between beneficiary classes. We provide fiduciary support and investment oversight for complex estate structures.
People
John W. Herdje
Managing Director
CFA charterholder with 30+ years of experience managing institutional portfolios. Specializes in long-term investment strategies and client relationship management. Holds MBA from University of Chicago.
Frederick B. Stattman
Portfolio Manager
Joined firm in 1990 after Columbia University MBA. Focuses on individual account management and transition planning. Recognized for responsive client service and investment research expertise.
Philip S. Price
Senior Advisor
1995 hire with background in foundation portfolio management. Develops customized investment solutions and conducts market analysis. Committed to maintaining long-term client relationships through transparent communication.
Steven R. Vela
Principal
Original 1989 team member with Southern Methodist University MBA. Oversees portfolio construction and risk management strategies. Maintains founder's principles of community service and client confidentiality.
Questions
What investment philosophy guides your strategies?
We focus on long-term capital growth through undervalued equities with strong fundamentals and high-quality fixed income. Our disciplined approach emphasizes risk management and favorable risk/reward ratios.
How do you customize financial plans for clients?
We analyze your unique goals, time horizon, liquidity needs, and tax situation to create a personalized Investment Policy Statement that evolves with your changing circumstances.
What services do you offer for nonprofit organizations?
We develop formal investment policies, provide trustee education, and implement customized portfolios for endowments while ensuring compliance with nonprofit financial regulations.
How frequently do you review investment portfolios?
We conduct regular reviews and adjust portfolios based on market changes, client needs, or significant life events to maintain alignment with investment objectives.
Are you affiliated with any broker-dealers?
No, we operate independently as a Registered Investment Advisor, conducting our own research without conflicts from broker-dealer relationships.
