A complete list of active advisors currently associated with Tower Ridge Investment Management LLC

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The firm provides fee-only, discretionary investment management to individuals, high-net-worth individuals, and families, focusing exclusively on ongoing portfolio management rather than comprehensive financial planning, tax, or estate services. As a newly formed, single-principal advisory firm it currently reports no regulatory assets under management and has no active client accounts. Investment decisions are implemented through a model-based strategic asset allocation framework using low-cost, diversified ETFs across Conservative, Moderate, and Aggressive models, with periodic rebalancing and account-level customization. For Moderate and Aggressive profiles the firm may allocate a 5–15% opportunistic sleeve to sector- or theme-driven ideas (examples cited include AI, nuclear energy, and data infrastructure) and may employ inverse or leveraged ETPs and short/long trading within that sleeve; taxable accounts can be constructed using tax-efficient municipal variations. Noteworthy operational choices include operating without a public website or formal advertising—relying on word-of-mouth and professional networks for client acquisition—and electing not to participate in wrap fee programs or to accept soft-dollar benefits. The firm maintains a formal code of ethics, exercises full discretionary authority under client agreements, monitors accounts at least monthly, and does not vote client proxies.

To learn more about the advisors currently working at Tower Ridge Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.