Ridgeview Asset Management
A Stamford, Connecticut-based investment advisory firm
The Client Process at Ridgeview Asset Management
A Stamford, Connecticut-based investment advisory firm, Ridgeview Asset Management creates a true financial partnership with its clients. Through this partnership, Ridgeview Asset Management offers its high-net-worth individuals, families, trusts, and foundations customized investment services.
Ridgeview works with clients to create a portfolio based on each client’s goals, risk averseness, and tax position. In doing so, the firm also tries to eliminate any conflicts of interest in investing, one of the reasons for establishing the company in the first place. When finished with this customized process, the portfolio should meet the specific needs of the client.
The firm uses sustainable fixed income and equities investment, but the portfolio might also be comprised of alternative investments such as real estate, private equity, and direct investments. Regardless of the type, clients can always manage and control their portfolios.
Furthermore, Ridgeview relies on portfolio algorithms and other technologies to provide clients with tailored solutions. The financial partnership’s goal is to strive for long-term, risk-adjusted returns. While difficult to do, the company removes human emotion from the process of building the portfolio.
Ridgeview works with clients to create a portfolio based on each client’s goals, risk averseness, and tax position. In doing so, the firm also tries to eliminate any conflicts of interest in investing, one of the reasons for establishing the company in the first place. When finished with this customized process, the portfolio should meet the specific needs of the client.
The firm uses sustainable fixed income and equities investment, but the portfolio might also be comprised of alternative investments such as real estate, private equity, and direct investments. Regardless of the type, clients can always manage and control their portfolios.
Furthermore, Ridgeview relies on portfolio algorithms and other technologies to provide clients with tailored solutions. The financial partnership’s goal is to strive for long-term, risk-adjusted returns. While difficult to do, the company removes human emotion from the process of building the portfolio.