An investment advisor should have the experience and dedication to assist in matching personal goals along with account objectives to develop asset allocation strategies. Ramsdell Capital takes great pride in offering clients a superior level of service at each step along the asset management process.
Schwab Institutional and TD Ameritrade Institutional are utilized for trading, custody of assets and services related to investment management.
A top down approach to fundamental analysis is the primary method of screening for individual equity / debt issues and exchange traded funds (ETFs). The overall economic and industry outlook are considered prior to filtering for sector/ individual equity selection. Technical analysis is utilized as a secondary tool for security inclusion / exclusion in a portfolio. Ramsdell Capital is committed to minimization of all costs, diminishing the impact on investment returns.