Set a Path for the Financial Future You Deserve –
It Starts with a Complimentary Portfolio Review with an Eagle Ridge Advisor
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:
$1.0 billion
Relationships:
350+
Registration:
SEC
Asset Allocation:
Equity and Fixed Income
Headquarters:
Stamford, CT
Who We Serve
We work with individuals and families, advisors, fiduciaries and institutions.
