Ridgeview Asset Management

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Based in Stamford, Connecticut, Ridgeview Asset Management helps clients reach their financial goals by customizing their portfolios. With the client at the focus of investing, Ridgeview Asset Management establishes a partnership with each client to meet their specific needs.

Ridgeview’s clientele comprises a diverse group of high-net-worth individuals and families, along with foundations and trusts. The focus of the partnership is on creating investment strategies, processes, and resources to help them maximize their wealth.

More than just sitting down with clients to create a portfolio, the firm adheres to a number of principles, the first being to use research-based strategies to enhance portfolio performance. The partnership with clients includes routinely monitoring market and other economic forces and reassessing asset allocation accordingly. Depending on the client’s needs, the services provided by the firm can also involve matters such as estate and tax planning as well as providing advice to privately held businesses.