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Charles R
Series 65
Bend, OR
West Ridge Capital Management L.L.C.
Charles Raub is a financial advisor with West Ridge Capital Management L.L.C. He holds a Series 65 designation and has six years of industry experience. Prior to his current role, he worked at Fisher Investments and CalPERS. West Ridge Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs portfolios using individual equities, ETFs, and mutual funds, employing a long-term investment approach supplemented by tactical adjustments for rebalancing, cash needs, or tax management.
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