Ransome Asset Management

Ransome Asset Management provides discretionary portfolio management and financial planning and consulting to individual investors as well as to pension and profit‑sharing plans and other business entities. The firm offers continuous account supervision, written financial plans, one‑time consultations and as‑needed advice, with implementation remaining subject to a separate agreement.

The firm describes a value‑oriented investment approach built on fundamental analysis and uses both long‑term and short‑term strategies; it may employ margin, option strategies, short sales and derivatives where appropriate. Portfolios are designed to reflect each client’s objectives and risk tolerance, with the adviser able to accept discretionary authority and to review managed accounts on a regular schedule.

Distinctive attributes disclosed in the brochure include the managing member’s role as a licensed real estate agent and operator of affiliated real estate development activities, and the firm’s disclosure that clients are under no obligation to use those services. The brochure also notes the firm may charge performance‑based fees for qualified clients subject to a high‑water mark and that it accepts institutional clients — features that are less common among similarly structured independent advisers.