A complete list of active advisors currently associated with Ramsdell Capital Management, LLC

Warmer can help you find a great advisor at Ramsdell Capital Management, LLC or one who fits your needs even better.

Ramsdell Capital Management provides discretionary and non-discretionary portfolio management and asset-allocation advice to individuals and trusts, and also serves corporate entities and pension plans. The firm prepares individualized investment policy statements and allocation worksheets and, in addition to advisory services, offers limited insurance brokerage (life, disability and fixed/indexed annuities) through a separate brokerage offering. The firm’s investment process is centered on asset allocation with a top-down fundamental analysis complemented by technical screening, maintaining a buy-and-hold core while trading tactically at the margins. Portfolios are ETF-heavy (approximately 60–75% of holdings), may use options for downside management when authorized, and are reviewed at least quarterly with written reporting, a quarterly newsletter, and block trading used to execute aggregated orders. What is distinctive for a single-advisor independent firm is the combination of institutional and corporate client work alongside retail clients, and the maintenance of an affiliated insurance brokerage capability (noted as taking minimal time). Ramsdell also recommends a single custodian and uses that custodian’s institutional trading, research and support services — a relationship disclosed in the ADV that provides operational benefits but can present potential conflicts of interest.

To learn more about the advisors currently working at Ramsdell Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Ramsdell	San Francisco, CA	10

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