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Frequently Asked Questions

How can I benefit by working with Ridgewood Investments to manage my money?

We formed the firm to deliver outstanding long-term investment performance for our clients/partners by employing a thoughtful and proven approach that tries to minimize risk. By working with Ridgewood Investments, you benefit in a number of ways. You get access to the work and resources that we put into identifying intelligent long-term investments. In addition, you free up your own time to focus on other activities that may interest you without giving up and usually augmenting the results that you can get from your investments. Moreover, you also get access to additional advice and input from one or more of our experienced and financially astute advisors who can provide you with objective advice or guidance on a variety of other related issues as well.

We believe that our approach and our personal commitment is rare in an age when many money managers chase relative performance, have a number of unproductive constraints, or are sidetracked by short-term fads. Based on our principles, a lot of work, and the discipline to avoid the temptation to follow the herd, we try to pursue and deliver outstanding investment results to our partners and ourselves. While we cannot guarantee performance, we can guarantee that we do eat our own home cooking.  Each of our partners and portfolio managers has made substantial investments in the same manner and side by side with the funds we manage for our other clients like you.

What kinds of clients/partners are you looking for?

We are looking for partners and clients that share our interest in long-term performance and a disciplined approach to investment success. Our ideal clients are intelligent, business-savvy, long-term oriented, and interested in intelligent wealth preservation and growth. Though we can’t promise results or a get-rich-quick strategy, we believe that this get-rich-slowly approach is the best way that we know to achieve significant long-term wealth creation, both on an absolute and risk adjusted basis.

How can I become a client of Ridgewood Investments?

Ridgewood Investments manages separate accounts for both individuals and institutional investors. Select clients may also invest in one or more investment partnerships that are open only to accredited investors. The process to become a client is quick and relatively easy. To learn more and access the necessary forms, go to Services or How to Invest

How do I deposit additional funds into my account?

Send your check directly to your custodian for deposit into your account. We are not a custodian and are not allowed to handle or take custody of your funds. Click here for detailed mail and wire instructions for Schwab, Ameritrade, Fidelity and folio institutional.

How can we get more information?

If you would like additional information, please contact us at 973-544-6970 or send us an email addressed to: info@ridgewoodinvestments.com

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Learn More

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: