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Income Strategies

Balanced Value Strategies

Ridgewood Investments offers clients access to Balanced Value Strategies that feature a combination of investment in individual securities and funds with an emphasis on balancing the objectives of growth and current income.  We do this with a mix of long-term investment in equities and other holdings selected for their ability to generate a higher level of current income.  This portfolio includes a greater proportion of holdings that pay interest or dividends as a way to lower portfolio volatility.

Total Income Strategies

The Ridgewood Investments Total Income Strategy emphasizes pursuit of yield and current income as a primary objective through use of bonds and bond funds, fixed income securities, and some dividend securities.  Our income strategies are most suitable for investors who anticipate short-term liquidity needs, want to emphasize yield generation and capital preservation in their portfolios, or those who wish to avoid portfolio volatility by investing primarily in fixed income and income alternatives.

Our income strategies can be customized though we tend to emphasize fixed income holdings with a relatively shorter-term maturity profile.  Our income strategy may also include exposure to international fixed income, preferred stocks, master limited partnerships, and/or dividend paying common stocks.  We use these holdings to add additional sources of income or provide an element of growth to diversify the portfolio beyond traditional sources of fixed income.

 

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Ridgewood Investments is dedicated to building life-long relationships with our clients, whether they be individuals and families, institutional investors or plan sponsors. By maintaining our focus on long-term investment strategies and long-term compounding, we are committed to helping our clients navigate through all market environments with an approach grounded in intelligent investing. Learn more:

Working With Ridgewood

Working with Ridgewood Investments is enhanced by our client-centric focus to everything we do. At Ridgewood our primary goal is to treat each of our clients the way we would want to be treated if our positions were reversed. As part of this client-centric focus, Ridgewood Investments strives to give each long-term client a quality service experience featuring:

  • Easy Client Onboarding
  • Fee Transparency and Value
  • Excellent Client Service
  • Portfolio Customization
  • Educational Approach
  • Invitations to Firm Events and Seminars

Talk to Ridgewood

If you are actively searching for assistance with your investment portfolio or would simply like to have a dialogue with Ridgewood Investments about the ways that our services might be of assistance, you have multiple options.

You can engage in a dialogue with our firm and learn more about our capabilities and offerings in the following ways: