Resources

Eagle Ridge has long-standing relationships with a number of trusted vendors and partners. The firm invests substantial resources in technology and research capabilities to maintain a consistently high level of client service.

Our partnerships help us to better manage:

  • Research
  • Back office systems
  • Trading
  • Custodial relationships
  • Separate account platforms
  • Investment database

CUSTODIAL RELATIONSHIPS

Fidelity
Charles Schwab
TD Ameritrade
M&T Bank (Wilmington Trust)
US Bank
BNY Mellon

SEPARATE ACCOUNT PLATFORMS

Schwab Marketplace
Fidelity Separate Account Network
TD Ameritrade SAE
Envestnet

INVESTMENT DATABASES

Evestment Alliance
Informa PSN
Morningstar
Thomson Reuters – Lipper Marketplace
Callan

RESEARCH

Bloomberg
FactSet

BACK OFFICE SYSTEMS

Portfolio Center (Schwab)
Advisor View (Envestnet Tamarac)
Advisor Rebalancer (Envestnet Tamarac)
CRM (Microsoft Dyanmics by Envestnet Tamarac)
Microsoft 365

TRADING

Envestnet Tamarac OMS 

PROFESSIONAL ASSOCIATIONS

CFA Institute
New York Society of Security Analysts
Investment Adviser Association
The Economic Club of New York