We are simply, money managers. But at the same time, we manage many other things: your expectations, your lifetime of hard work, and your future. We look at each portfolio as a sum of a client's experiences, instead of simply a sum. This makes Ridgewood Capital a different kind of investment firm.
Beginning with our initial meeting, we present our investment style and philosophy in straightforward terms, answering each of your questions concisely and in plain language. The goal of this initial meeting is to determine your investment needs, and ensure that we’re the right firm for you.
By limiting the number of relationships, we’re able to provide the level of attention that each client deserves. When we work with you, you’ll receive personal visits two to three times per year with your investment partner, and in-depth quarterly updates that reiterate your investment objectives, and outline your portfolio value and performance against benchmarks.
But of course, should there be any market upheaval or a major change in investment direction, we’ll contact you to prevent any surprises. It’s because of this personal touch, that we’ve maintained relationships in both challenging and prosperous times.