Client-Focused. Process Driven.

ERI Institutions Icon #2 Institutions

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
and institutions.

Our Mission

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
preserve wealth.

How We Invest

Our proven process
for selecting
individual stocks

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.