Ramparts Assets Management Company

We are a strategic advisory and an asset management firm. We provide our clients with clear, concise, unbiased risk assessment tailored to their specific requirements. We sell no investment products and we receive no commissions.

We provide the following services to high net worth individuals and their multi-generational families:

  • Financial and strategic planning
  • Accounting and tax services
  • Real estate and property management
  • Insurance services
  • Estate planning and philanthropy planning
  • Geopolitical risk assessment and analysis

Check the background of this firm and its principal on FINRA's BrokerCheck.

To measure the benefits of a portfolio of funds a composite return series is created. The portfolio's performance consists of the underlying funds' performance, the allocations or weights to the underlying funds in the portfolio and the rebalancing schedule. For one month the calculation of the portfolio performance is:

P = Portfolio Return for the month
FI = Return for Fund I for the month
N = Number of Funds in the Portfolio
WI = Allocation to Fund I in the Portfolio

Risk Statistics & Risk-adjusted Statistics

Many investors approach manager selection and analysis with preconceived statistical prejudices based on a misunderstanding of statistics.In many cases, it is because they've been led to believe that a certain statistic measures something that it does not.



A relatively weak first quarter earnings season is winding down, while major stock market indices are reaching all-time highs. This doesn't quite add up, does it? Overall, corporate profits advanced at an anemic 2.5% in the first quarter, well below the long-term average of 7%.


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