What differentiates Ridge Investment Advisors from the competition?
We call it The Ridge Advantage.

The Ridge Advantage is about providing custom-tailored, separately managed accounts built on a solid foundation of knowledge and experience to meet the expectations of each individual. Our primary goal is planning for, implementing and sustaining the independent lifestyle of our clients.

Since 1986, Rick Mayer and his company have been helping clients develop and manage their accounts through long-term winning investment strategies. His strategies and insight have helped their portfolios weather the storm, and consistently beat the market through predictable, sustainable returns. 

The Ridge Advantage:

We build portfolios.

Rather than just pick winning stocks, we build portfolios. By continually diversifying asset allocation between stocks and bonds, we achieve higher returns with less risk. This is what is called the Efficient Frontier – a goal not reached or sought out by many other firms. And this is an integral part of our client’s long-term growth. We also offer tax-sensitive portfolios.

  We offer true experience.

What most companies call “advisors” are just brokers, good at selling stock. Rick has over 35 years of experience managing people’s money, and building their portfolio. And that takes a lot more than picking a few good stocks. That takes discipline, strategy and experience.

 We personalize your accounts.

Unlike mutual funds, we give personalized solutions, and communicate with you continually throughout our relationship. Unlike brokerage firms, we don’t ask for trading commissions, and there are no banking relationships. Unlike private wealth managers, we provide sophisticated solutions and you have a personal relationship with an advisor you can trust.

 We’re independent.

Because we are a private firm, you won’t get biased choices and directions, like you would at a firm like Goldman Sachs. Our advice is given to you purely because our research shows it would work best. We also work on a one-time fee basis.

  We provide true customer service.

 Road Map: This helps set your speed and direction, and something we go over once a year – and stay true to, to reach your goals.

 Accountability: We also hold ourselves accountable for your portfolio results.

 Quarterly Newsletter: We share with you our research, findings and opinions on the market and its movements, and what you can expect in the next quarter.

 Year-end reviews: We give you a look and summary on what happened, and how it’s going to affect your immediate future.

Throughout our relationship, we will provide proprietary market commentary and personal opinion, to help you understand the market, news and noise. We also stand by our disciplined, daily work on your portfolio, and we are available for consultation on your account at any time.

It’s a personalized approach, backed with experience, and has creating a name for ourselves, and keeping our clients happy.