Our Clients

At Ramirez, we have a time tested process for developing and implementing customized strategies for each of our clients' to accomplish their unique goals and objectives. Our client base includes high net worth individuals, family offices, endowments and foundations, as well as advisors or consultants that advise these investors. While our client base has grown over the years, we continue to give each client the attention and personalized financial management that our company has always been known for. In addition, to enhance transparency, Ramirez offers all clients access to their secure, real-time portfolios for review of performance, current holdings, activity, and compliance status through our third party reporting analytics software provider.

To learn more or request a meeting, please contact us at Info@Ramirezco.com

High Net Worth Individuals

  • After meeting with our team to determine your financial objectives and goals, we rely on our teams’ extensive experience across all areas of wealth management to create and implement customized financial solutions suitable to your needs.
  • We work side by side with our clients, creating personal relationships, giving access to all members of our team. It is essential to us to form a strong working partnership with each one of our unique clients.
  • For our fixed income, equity and balanced investment strategies we use proprietary models incorporating quantitative and qualitative factor inputs that drive our sector allocation and issuer selection decisions, which is our primary means of generating alpha.
  • Investment StrategiesFor inquiries email: Info@Ramirezco.com

Advisors and Consultants

  • We work with our clients financial and professional advisors, in order to create and implement customized financial solutions that are best suited for their needs. With almost 50 years in the market, Ramirez is an experienced and time tested partner with a unique approach and long term track records of outperformance in several fixed income, equity and balanced strategies.
  • Investment StrategiesFor inquiries email: Info@Ramirezco.com



*Taxable Strategies offered through affiliate Ramirez Asset Management

Family Offices

  • At Ramirez, we help family offices of all sizes, implement and manage sophisticated investment solutions. Our team structure and expertise gives us the ability to offer customized investment solutions for each one of our clients. Whether, our clients have internally managed assets and require ideas on a non-discretionary basis or if discretionary management is required in specific investment strategies, Ramirez has the experience, market position, and track record to implement a successful investment program.
  • Investment StrategiesFor inquiries email: Info@Ramirezco.com



*Taxable Strategies offered through affiliate Ramirez Asset Management

Endowments and Foundations

  • At Ramirez, we understand specific types of organizations require unique investment strategies to meet their financial needs. We have a long track record of providing investment strategies resulting in consistent returns with a risk profile that is customized to each client’s unique profile. We are here to provide customized solutions that help fund your mission over a long period of time.
  • Our expertise and access to resources is unparalleled, as is our dedication to our clients.
  • Investment StrategiesFor inquiries email: Info@Ramirezco.com



*Taxable Strategies offered through affiliate Ramirez Asset Management

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To all clients:

Samuel A. Ramirez & Company, Inc. (Ramirez & Company) continues to monitor all federal, state, and local COVID-19 guidance. Currently all employees are working remotely. The firm is operating business as usual, providing all products, services and capabilities for our clients across the globe. We will continue to provide updates to you, as needed, in the coming days and weeks.

For more information, please refer to the Ramirez & Co. Business Continuity Client Disclosure: ramirezco.com/BusinessContinuity. If you have any questions, please contact your Sales or Relationship Manager or email info@ramirezco.com.

Ramirez & Company, Inc. Management

At Ramirez we firmly stand united in the fight against racial injustices and the marginalization of minority communities. As a minority owned firm we are committed to ensuring that future generations do not have to face these obstacles and we believe that we all need to work together to make America a more just and fair country. Ramirez understands that Black Lives Matter and that more progress needs to be made to change the fundamental problems of racial and class inequalities in housing, education, healthcare and our justice system. This is a critical moment in time and it is imperative we collectively take the steps to make change and move the needle.


CEO Letter to Employees Addressing this Crisis

Diversity Statement

Ramirez Charity and Community Involvement Statement

June 8, 2020

Dear Ramirez Employees:

I want to let you know that I - and all of Ramirez leadership - stand with the Black Community. We are sickened by what happened to George Floyd, Ahmaud Arbery, and the other recent victims of horrible racial violence the past few years and for many years before these events. We abhor the systemic racism and social injustices in America that Black and Brown people are subjected to. We stand with the peaceful protestors and agree that we all need to work together to make America a more just and fair country. As a first generation American Puerto Rican, I understand the issues minorities today are facing. I have been fortunate to be a successful entrepreneur, but while growing our firm I have had to confront many cases of discrimination and inequality in the American business world. Fifty years ago I remember being told not to name the firm Ramirez, because "no-one would do business with a Hispanic firm." I understand the progress that has been made, but much more progress needs to be made to change the fundamental problems of racial and class inequities in housing, education, healthcare and our justice system. This is a critical moment in time and it is imperative we collectively take the steps to make change and move the needle. There is no tolerance at Ramirez for racial discrimination of any type and, at a minimum, it is our responsibility and obligation to increase our outreach to the minority community in our charitable giving, internships, hiring, and professional development programs. To that end we will:


We will work together as a company on ideas for how to be most effective in making change. Thank you to all of you who make Ramirez a success and we welcome and appreciate your ideas.
More to come.
Sam Ramirez
Founder & CEO - Samuel A. Ramirez & Co., Inc.

Diversity Statement:

As one of the oldest and largest Hispanic institutions on Wall Street, we are proud of our origins and strive to lead the way in benefiting those most in need. Being 92% minority owned & 100% employee owned, we take pride that 100% of our regional offices are being led by a minority or military veteran. When focusing on the senior leadership roles at Ramirez & Co and Ramirez Asset Management there is an impressive 60% minority representation. We believe that this diverse workforce is a key ingredient to our success and thus over the last ten year periods 40+% of all new hires have been minorities. We have a robust internal program that provides junior minority employees mentorship opportunities with senior leaders that help them navigate the industry and advance within the firm. This pipeline of talent starts with our intern program where over the last ten years 65% of all interns have been minorities with the current class being representative of that. Overall 40+% of the total Ramirez family is composed of minorities.

We are committed to continuing to be industry leaders in the inclusion of minorities in the financial industry and firmly believe that this is a key part of our future success.

Charitable Giving Statement:

Now more than ever is the time to concentrate on giving to causes that have the potential to improve our country and create the most value for future generations. Over the last five years Ramirez has focused our giving to organizations whose missions include the education of minority populations, community support, healthcare and mentorship programs. A total of over 100 charities with 18+ unique causes were supported with almost $850k+ in total donations made. Ramirez is committed to increasing our support of organizations that are focused on racial and class inequities in housing, education, healthcare and our justice system.