How To Find Us
Eagle Ridge’s Investment Strategies are available through us directly or via broker platforms or turnkey asset management platforms (TAMPs). In addition, we are open to establishing new investment management relationships with third-party advisors and/or platforms not listed here. Just contact us.
Separately Managed Accounts
Please call us directly at: 203-227-4515 to inquire about opening a separately managed account.
• Charles Schwab: Schwab Marketplace
• TD Ameritrade: TD Separate Account Exchange
• Fidelity Investments: Fidelity Separate Account Network
Turnkey Asset Management Platforms
• Smart X