Given the recent extension of social distancing guidelines, we wanted to provide an update on Eagle Ridge’s continued service of clients while doing its part to flatten the curve.

Currently, the Eagle Ridge office remains open with Ben and Jesse on-site.  They will conduct trading operations and serve as a hub of communication.  All other employees are working remotely.  This arrangement will continue for the foreseeable future subject to further guidance from local officials.

Regardless of physical location, each employee and Eagle Ridge as a firm continues to be fully operational.  We maintain robust client communication through the use of e-mail, phone calls and video conferencing.  Additionally, we have been posting short investment commentaries to our blog.  You can expect to hear more from us as the situation evolves and we get more visibility into the impact on corporate earnings.

Importantly, we retain our ability and commitment to serving client needs during this challenging time.  We are actively managing portfolios and conducting investment research.  Quarterly reporting on client portfolios will proceed as normal.

One resource many clients have been taking advantage of is our secure portal.  It provides current portfolio information along with a document vault.  If you would like to establish access, please contact Michael Oliver ( directly.

We appreciate that the disruption and uncertainty brought about by the current situation can be unsettling.  We encourage you to reach out to discuss any issues or concerns you have.