A complete list of active advisors currently associated with CapRidge Advisors
Warmer can help you find a great advisor at CapRidge Advisors or one who fits your needs even better.
CapRidge Advisors is a small, independent registered investment advisor that provides discretionary portfolio management and financial planning to individual (including high‑net‑worth) and business clients. The firm manages roughly $6.5 million for a very small client base and also offers outsourced Chief Investment Officer (OCIO) services to other advisory firms. The firm takes a total‑portfolio approach and generally pursues medium‑to‑long‑term strategies constructed with diversified ETFs and registered investment companies, while retaining flexibility to use individual stocks, bonds, options and hedging strategies. CapRidge relies heavily on technical and cyclical analysis in its research process and may use inverse ETFs and other tools to calibrate portfolio risk. Compared with many solo independent advisors, CapRidge is notable for offering OCIO services to peers and for hosting educational seminars and workshops targeted at wealth managers and investment advisors, an activity that is uncommon among firms its size. The firm’s principal brings institutional fixed‑income and investment research experience and holds the CFA charter, and the advisor’s investment menu includes less‑typical instruments for a small RIA—such as CLOs, interval/tender‑offer funds and targeted use of inverse ETFs—reflecting a focus on specialized portfolio construction and risk management.
To learn more about the advisors currently working at CapRidge Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Devon, PA
| 1
|
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