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