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Eagle Ridge is an independently owned investment advisory firm passionate about serving clients through investments and comprehensive advice. Our objectives are aligned with our clients’ – to protect and grow their wealth.

Put Our Experience and Insight to Work for Your Wealth

Eagle Ridge professionals possess a wealth of experience from a variety of backgrounds including portfolio management, security analysis, financial planning and wealth management. All investment research is done in-house with no reliance on Wall Street reports. Using our proven investment process, our focus is on building wealth over the long-term, not trading or speculating for short-term gain. Fill out the Form above and Request a Complimentary Portfolio Review with an Eagle Ridge Advisor Today!

Who We Are

Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm.

Assets under Management and Advisement:
$997 million
Relationships:
300+
Registration:
SEC
Asset Allocation:
Equity and Fixed Income
Headquarters:
Stamford, CT

Who We Serve

We work with individuals and families, advisors, fiduciaries and institutions.

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