Investment experience redefined

At Gellman-Ramage Wealth Management, we use our extensive experience to build strong portfolios. We pride ourselves on our substantial idea generation and deal flow. Our clients continually look to us for new ideas to redefine their investment experience for now and into the future.
 

Our extensive and diverse experience

With over six decades of combined experience, Jim Gellman and Mark Ramage have been through many cycles of the market. They both have worked extensively on institutional trading desks, dealing with exceptional money managers.

We use this experience to trade for sophisticated clients, many of whom run their own money as their primary occupation. Our goal is to provide institutional coverage experience to those who want to manage their own portfolios. We add value via security ideas, trading and new issue exposure and through understanding and evaluating new issue opportunities. Often, we can add substantial value to client portfolios by buying and trading deals that are well subscribed for. 

We have built a substantial network of contacts through our longevity in the business. Our experienced network help provide valuable insight, and we use them and their contacts to assist in our extensive due diligence processes. Often our networks are also involved in meeting with managements of companies we are looking to invest in. Our network’s views are often critical in our analysis and decision making.

Our skill set also lends itself to those clients who are less interested in the day-to-day market experience. We use our extensive experience to build personalized portfolios and provide quarterly reviews.
 

Creating value with a personal touch

We understand that the markets can be volatile and unpredictable in nature. We help you navigate these situations by taking the time to understand your individual investment requirements and evaluating your temperament for risk versus return against your financial needs. We will build your portfolio for long-term success. 


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

March 2019
Federal budget 2019
With several proposed changes to existing tax strategies coming out of the 2019 federal budget, our report details how the budget may impact Richardson GMP clients and their families.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

15 April 2019
'Tis the season
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8 April 2019
Static vs. tactical
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