Portfolio Management

Ramirez offers a wide range of investment expertise and a consistent long term track record of outperforming the related benchmark in several of our customized strategies. Our areas of expertise include tax-exempt and taxable fixed income securities, equities, and balanced strategies

Ramirez offers customized separately managed accounts (SMAs).

*Taxable Strategies offered through affiliate Ramirez Asset Management


To all clients:

As developments regarding the Coronavirus (COVID-19) continue to unfold around the world, we would like to reassure you that all Samuel A. Ramirez & Company, Inc. (Ramirez & Company) offices remain open, we have all employees able to work remote, if needed, and that we continue operating business as usual, providing all products, services and capabilities for our clients across the globe.

We are closely monitoring developments regarding the spread of the virus and assessing potential impacts it could have on our operations. Ramirez & Company has a robust business continuity and resilience program, which includes standards, controls, and exercising for infectious disease and pandemic planning, and we are fully prepared to continue operating under a variety of different scenarios.

We will continue to provide updates to you, as needed, in the coming days and weeks. If you have any questions, please contact your Sales or Relationship Manager.

Ramirez & Company, Inc. Management