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At Ridgewood Investments, we want to make intelligent investing accessible to the widest possible audience

By working with a money management firm like Ridgewood Investments, advisors can focus their time on maintaining and enhancing their client relationships and growing their practices. We work hard so that advisors can be confident that their clients’ assets are entrusted to the care of a firm dedicated to protecting their clients based on the sound value-based principles that we espouse. We are committed to helping our advisor partners succeed by delivering performance through intelligent application of proven principles.

Ridgewood Investments works with third-party financial advisors on a long-term relationship basis. Our goal is to assist our advisor partners and their clients achieve outstanding investment performance. We work with advisors to provide our investment solutions on either a stand-alone basis or as part of a more diversified portfolio designed by the advisor. Advisors have the option to engage Ridgewood as a subadvisor where they retain the direct relationship with the client and Ridgewood supplies investment management expertise. Advisors can also work with Ridgewood as a solicitor whereby the client works directly with Ridgewood and the advisor receives compensation on an ongoing basis as a share of our customary management fees paid by the client.

If you are an advisor and want to explore how you might be able to partner with Ridgewood to access our strategies and money management expertise to assist one or more of your clients, we encourage you to call us at 973-544-6970 or email us at info@ridgewoodinvestments.com.

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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: