RAMSDELL CAPITAL MANAGEMENT, LLC

Overview

Ramsdell Capital Management, LLC is an independent registered investment adviser that combines portfolio management and financial planning with insurance brokerage capabilities. The firm serves both individual and family clients alongside institutional and business clients, charging fees that include a percentage of assets under management plus other fee arrangements. Ramsdell leans toward equity-centered portfolios, using exchange-traded equities as the primary building block for client portfolios, while also integrating insurance solutions and annuity products where appropriate. The adviser is individually owned, does not operate as a capital allocator or run pooled private funds, and is not identified as an active ESG investor. Ramsdell’s advisory services cover comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients. The combination of portfolio management and insurance brokerage suggests a client focus on retirement income, liability management and products that provide guaranteed outcomes alongside market exposure.

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