Ridgeline Asset Management, LLC

Ridgeline Asset Management provides discretionary investment management primarily to individual investors, high‑net‑worth individuals, and trusts, tailoring portfolios to clients’ goals, time horizons, and risk tolerances. The firm manages roughly $59 million across several dozen accounts and generally charges advisory fees based on assets under management.

The firm’s investment process draws on fundamental and technical research and incorporates quantitative rules to structure growth‑oriented models, with strategies that can include long‑term purchases, covered‑call option overlays, and short‑term use of leveraged, inverse, or volatility ETFs for hedging or opportunistic trading. Clients may impose written investment restrictions (for example, socially conscious screens), and accounts are reviewed at least quarterly by the firm’s chief compliance officer with attention to rebalancing and tax‑loss harvesting opportunities.

Compared with many peers, Ridgeline combines systematic quantitative modeling with active option strategies and occasional use of leveraged or inverse ETFs in small amounts, an emphasis that is less common among similarly sized supported firms. The firm does not vote client proxies (clients receive and vote their own proxies) and has removed financial planning as a separately offered service, underscoring its focus on discretionary portfolio management.