Ramirez Asset Management

Ramirez Asset Management provides Investment Advisory Services to individuals, trusts, estates, corporations and other business entities including banks, thrift institutions, pension and profit sharing plans, and charitable organizations.

Ramirez has been managing portfolios since 1971. Our philosophy has remained to maximize total return for our clients through the creation of an actively managed & broadly diversified portfolio while minimizing exposure to market risk.

For high net worth Individuals, the goals and objectives of the client are first established. Ramirez Asset Management then develops the client's personal investment policy and creates and manages a portfolio consisting of individually listed securities and/or managed funds based on that policy. These portfolios can be managed on a discretionary or non-discretionary basis. Account supervision is guided by the stated objectives/investment policy of the client (e.g., maximum capital appreciation, long-term growth, income, or a combination of growth and income.)

Ramirez Asset Management manages institutional portfolios for fixed income, equity and balanced strategies. The fixed income portfolios, dependent upon asset classes, are benchmarked against a pre-determined bond index. The equity portfolios, depending on the characteristics, are benchmarked against the DJIA, S&P and Russell individually and/or blended.

For present institutional portfolio offerings and performance:

Contact:
Sam Ramirez Jr.
Director
Ramirez Co., Inc.
61 Broadway, Room 2924
New York, NY 10006
Tel (212) 248-0531 Fax (212) 248-0507