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Institutions

Relying on our independent investment research, we help institutions implement intelligent investing principles

For institutions looking to implement intelligent investing principles over the long-term, Ridgewood can provide a number of tailored solutions.  Ridgewood Investments has a long history of proven skills and independent investment research.  We focus on utilizing these skills to pursue outstanding long-term investment results.

Our approach is not for all institutions.  In a sense, we are simple old-fashioned money managers.  Our passion is value- and dividend-based investing, and we use those skills to produce our results.  In most cases, we manage portfolios with little leverage, low turnover and few hedging strategies.  We typically find value and opportunity by sticking to what we know best, and we rarely invest in a broad cross section of illiquid or alternative assets.  Most importantly, our approach and benchmarks are long-term.

Our investment offering for each institutional client is uniquely tailored to their specific needs.  This can range from helping to advise the retirement plan to managing all, or a portion of, the institution’s investment needs.  In all cases, our focus remains the same – we strive to improve investment results over the long-haul by consistently applying the principles of thoughtful and intelligent investing.

We do this by:

  • Working Hard to Understand Your Institution’s Specific Goals and Needs
  • Constructing Appropriate Investment Portfolios
  • Monitoring and Rebalancing Portfolios

 

For institutions interested in learning more, we encourage you to contact us at 973-544-6970 or email us by writing to info@ridgewoodinvestments.com to discuss our offerings.

 

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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: