Client types

  • Individuals & Families: Eagle Ridge’s managers work closely with individuals on their taxable and tax deferred accounts (IRAs, 401(k)s etc). We have extensive experience working with multi-generational families and understand the dynamics of creating and maintaining wealth.

  • Investment Advisers & Platforms: Investment Advisers require outsourced managers to provide consistent investment strategies. Eagle Ridge meets these needs through its separate account portfolios and platform solutions.

  • Trustees & Attorneys: Approximately 40% of our assets under management are trusts. We work closely with trustees to meet mandates within diverse trust documents. We also work with attorneys who are trustees to high net worth families.

  • Institutions, Foundations, & Endowments: Eagle Ridge's partners have managed institutional accounts for decades.