Our managed account investment strategies are well-suited for a range of situations. Our investment team has many years of experience in managing individual and family investment portfolios, including a variety of complex accounts.


For some investors, that may mean helping with Family LLCs, Trusts, or Estates. For others, it could mean structuring a portfolio in order to meet periodic cash needs. Perhaps a client needs help with stock options, ownership of a private company, or managing large holdings with a low cost basis. Whatever the situation, we will always work with each client to determine the most appropriate course of action.

Summary of Strategies

  • Core Growth

  • Conservative Growth

  • Growth at a Reasonable Price (GARP)

  • Small Cap Core Growth

  • Concentrated Equity

  • Global Index

  • Equity Income

  • Fixed Income

Growth of Assets Under Management*

*Assets under management figures are estimated, include non-discretionary separate account assets, are subject to change, and are not investment returns. For example, in 2008 the firm’s AUM increased, but returns in essentially every account were negative.


(804) 288-6080

8001 Franklin Farms Drive, Suite 208

Richmond, VA 23229

The opinions expressed herein are those of Redmond Asset Management, LLC (RAM) and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing. You should not consider the information provided on this website as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. RAM was established in 2005 and is registered under the Investment Advisors Act of 1940. Additional information about RAM can be found in our Form ADV.  

© 2018 by Redmond Asset Management, LLC