Client-Focused. Process Driven.
Who We Are
Eagle Ridge Investment Management
is an independently owned, SEC
registered investment advisory firm.
Who We Serve
We work with individuals &
families, advisors, fiduciaries
Our mission is to clarify and enhance our clients’ financial lives to help them attain their goals. We leverage our expertise and proven investment process while providing objective advice and superior personal service.
How We Help Individual Clients
We work closely with individuals
and families to build and
How We Invest
Our proven process
How We Help Institutional Clients
We work with trustees, attorneys,
advisors, foundations, endowments
and other fiduciaries.
Interested in a portfolio review?
We’ll share our unique perspective.