Who we are
Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm with:
6 Portfolio Managers and 4
operations professionals with
significant industry experience.
$772 million in AUM & AUA, and 250+ client relationships.
A long-term intrinsic value investing philosophy with an emphasis on independent research.
What we deliver
Our investment process and attention to our clients’ financial well-being distinguishes us from other firms.
Who we work with
Eagle Ridge Investment Management manages individual portfolios for a number of different types of clients, including:
Individuals and Families
Trustees and Attorneys