Ridge Investment Advisors

Ridge Investment Advisors is an independent, registered investment adviser that provides discretionary portfolio management and investment advisory services to individuals, trusts and corporate clients. The firm manages roughly $37.6 million across a small client base and generally requires a minimum account size for new clients.

The firm uses a fundamental, bottom‑up equity process focused on U.S. large‑cap companies, maintaining a watchlist of about 200–250 names from which it typically selects 30–40 holdings, and supplements portfolios with ETFs and mutual funds for diversification. Fixed‑income strategies emphasize investment‑grade corporate, municipal and government bonds (including preferred securities) managed largely with laddered maturities; accounts are guided by documented investment policy statements and managed on a discretionary basis.

Compared with many peer independent advisers, Ridge also provides portfolio management to entity clients such as corporations and trusts, a service mix less common among small independent firms, and it operates as an incorporated, owner‑run advisory rather than a solo practitioner model. The firm maintains formal governance features — a published Code of Ethics, proxy‑voting on client securities, and regular reporting tied to custodial statements — and does not sponsor wrap programs or charge performance‑based fees.