A Trusted Partner

Ridge Investment Advisors (RIA) is a boutique investment management firm which provides tailored solutions to help our clients preserve and grow their wealth for the future.  We use a fundamental investment approach to build broadly diversified stock and bond portfolios.  Our disciplined strategy focuses on high quality companies with predictable and sustainable growth prospects which we believe will provide our clients with superior risk-adjusted returns over the long term.

As a client of RIA, you can expect the following:

Personalized Portfolio Management.  With RIA, each portfolio is tailored to the individual client’s needs and objectives based on a disciplined approach to building and monitoring broadly diversified portfolios.  

Experience. The RIA team has a combined 50+ years of investment experience.  Together, we use our combined knowledge to provide our clients with the ideal solution for their investing needs.

Integrity. We pride ourselves on putting our clients first.

Dedication. We are dedicated to a disciplined approach to creating and monitoring client portfolios to ensure we meet the needs and expectations of our clients.

Independence. RIA is an independent investment advisor with interests aligned with those of our clients.  We are not here to sell a “product” but rather to provide a “solution” for our clients.

Service. RIA strives to provide exemplary service by maintaining open lines of communication with our clients.