Who we are

Eagle Ridge Investment Management is a SEC registered investment advisory firm that manages portfolios for:  

• Individuals and Families
• Institutions
• Trustees and Attorneys
• Investment Advisors

 

What we do

Our investment process and attention to our clients’ financial well-being distinguishes us from other managers.  

  • We manage separate accounts consisting of common stocks, bonds and ETFs.  Portfolios are created using a disciplined investment process based on independent research. Learn More
  • We work very closely with our clients to meet their unique needs. Every client works directly with a portfolio manager who knows them as a person.

 

 

 

 

What’s New

Eagle Ridge Investment Management and Laidlaw Group combined as of July 1st to form a more vibrant firm with

  • 5 Portfolio Managers  (4 CFAs + 1 MBA) 
  • $550 million in AUM
  • State of the Art Research, Trading and Portfolio Accounting  Learn More