Eagle Ridge Investment Management, LLC was formed
in August 2008 as an SEC Registered Investment Advisor focusing on providing
investment management services to high net worth individuals and families,
foundations, endowments, and corporations.
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"All clients work directly with the
partners and all portfolios are managed by the partners."
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The two founding partners have over 60 years of investment management
experience. The goal in forming Eagle Ridge Investment Management
was to create an investment boutique where clients could clearly see that
the firm's focus was investment performance and client service.
An investment advisor’s experience, knowledge and understanding
of client’s needs and fears are critical in today’s environment.
In this day of mega firms with myriad businesses to manage, that seemingly
long forgotten idea of a ”trusted advisor” has sometimes been
lost.
At Eagle Ridge, we intend to be that trusted advisor. All clients
work directly with the partners of the firm; all portfolios are managed
by the partners; and Eagle Ridge’s goals are aligned with those
of our clients.
