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Portfolio Solutions

While we run a number of strategies that work well individually, many of our clients retain Ridgewood Investments to recommend an overall portfolio that incorporates multiple internally managed strategies. Since portfolio construction is an extremely important factor in the overall quality and performance of any portfolio, our recommendations in implementing a properly balanced portfolio can be an important additional source of value to clients.

Our Approach to Portfolio Construction

For over 10 years, Ridgewood has been advising our long-term clients to pursue their investment objectives intelligently. The first step in this process is identifying each client’s unique circumstances, constraints, and needs. In order to make this assessment, Ridgewood can use a number of tools including our online client self-assessment. Our assessment process incorporates both quantitative and qualitative information including client feedback and can be used by our professionals to match clients to the portfolio mix that might be a good fit for their own particular situation.

Once the goals have been identified and discussed, Ridgewood can make recommendations and suggestions that can be finalized with additional input from our clients. By conducting these assessments, we can recommend which strategies would be a fit for the client as well as the proportions of the overall portfolio to allocate to each strategy and how these strategies contribute to each other in an overall integrated portfolio.

In the next phase, we begin to construct and then to monitor the portfolio on an as-needed basis, making changes when appropriate in light of each client’s overall risk budget, return objectives, and cash flow requirements. Depending on the individual client’s objectives, our portfolios can be tailored to each client and have the flexibility to balance the needs for short-term cash flows, intermediate term income generation, and longer-term growth.

How to Learn More

We invite you to talk with us further about designing the best portfolio solution to meet your specific needs.

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Ridgewood Investments is dedicated to building life-long relationships with our clients, whether they be individuals and families, institutional investors or plan sponsors. By maintaining our focus on long-term investment strategies and long-term compounding, we are committed to helping our clients navigate through all market environments with an approach grounded in intelligent investing. Learn more:

Working With Ridgewood

Working with Ridgewood Investments is enhanced by our client-centric focus to everything we do. At Ridgewood our primary goal is to treat each of our clients the way we would want to be treated if our positions were reversed. As part of this client-centric focus, Ridgewood Investments strives to give each long-term client a quality service experience featuring:

  • Easy Client Onboarding
  • Fee Transparency and Value
  • Excellent Client Service
  • Portfolio Customization
  • Educational Approach
  • Invitations to Firm Events and Seminars

Talk to Ridgewood

If you are actively searching for assistance with your investment portfolio or would simply like to have a dialogue with Ridgewood Investments about the ways that our services might be of assistance, you have multiple options.

You can engage in a dialogue with our firm and learn more about our capabilities and offerings in the following ways: