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. 

Broker Platforms
• Charles Schwab: Schwab Marketplace
• TD Ameritrade: TD Separate Account Exchange
• Fidelity Investments: Fidelity Separate Account Network

Turnkey Asset Management Platforms
• Envestnet
• SMArtX