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Our Services

Ridgewood Investments is an investment advisor offering money management services to clients looking for an intelligent, long-term approach to investing.  We work with a variety of clients including affluent individuals, institutions and advisors.  We also welcome inquiries from those who would prefer to work with a third-party money management firm.

We design our services to meet the needs of a variety of individual and institutional investors as well as retirement plan sponsors.  Our solutions can be customized to meet the individual requirements of our clients but are based on the timeless principles of intelligent investing.

  • We manage money for our clients in segregated managed accounts
  • We design solutions that include our own investment management offerings along with a selection of outstanding third-party managers
  • For plan sponsors, we offer high quality 401k, profit sharing and defined benefit plan options designed with an emphasis on investment quality


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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: