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.
Eagle Ridge Investment Management and Laidlaw Group combined as of July 1st to form a more vibrant firm with
- 5 Portfolio Managers (4 CFA Charterholders + 1 MBA)
- $550 million in AUM
- State of the Art Research, Trading and Portfolio Accounting Learn More