The merged firm will bring the best of both investment management and financial planning expertise to our clientele by leveraging the strengths of our complementary organizations.
Bellevue, WA (PRWEB) April 16, 2012
The new firm, which will do business as (dba) Retirement Asset Management (RAM), will have more than $200 million in assets under management and will continue to focus on providing comprehensive investment management and financial planning services on a fee-only basis to clients throughout the West.
Dave Welty, CFP® founded Retirement Asset Management, LLC in 2000 with the focus on providing personalized financial planning and investment advice to working professionals. Taylor Drake, CFA established ProVest Capital Management, LLC in 2003 to bring institutional investment management expertise to individual investors and families. Both will continue on as principals of RAM, with Welty serving as Managing Director and Drake serving as Chief Investment Officer.
“The merged firm will bring the best of both investment management and financial planning expertise to our clientele by leveraging the strengths of our complementary organizations.” said Welty.
Drake notes that, “Dave and I have known each other professionally and personally for more than eight years. We are both excited about the synergy created by bringing our firms together and the opportunities this merger creates to enhance the experiences of our clients.”
RAM will maintain its current offices in Washington and Oregon.
For more information about RAM, visit http://www.RAM-INVEST.com or call (888) 200-7759.