Who we are
Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm with:
- 6 Portfolio Managers and 3
operations professionals with
significant industry experience.
- $804 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
- Investment Advisors