We Provide Distinctive Solutions to Help Institutional Investors.

LET’S CONNECT

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.

Eagle Ridge’s Investment Strategies are available through the following vehicles:

Separately Managed Accounts

  • Please fill out the form and schedule a call to inquire about opening a separately managed account.

Broker Platforms

  • Charles Schwab: Schwab Marketplace
  • TD Ameritrade: TD Separate Account Exchange
  • Fidelity Investments: Fidelity Separate Account Network

Turnkey Asset Management Platforms

  • Envestnet
  • SMArtX Advisory Solutions
  • Adhesion Wealth
  • TD Ameritrade’s Model Market Center

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.

Eagle Ridge is open to establishing new investment management relationships with third-party advisors and/or platforms not listed here.

Fill Out the Form Above and Request a Meeting with Us Today!