A complete list of active advisors currently associated with Cedar Ridge Investment Management LLC
Warmer can help you find a great advisor at Cedar Ridge Investment Management LLC or one who fits your needs even better.
Cedar Ridge Investment Management serves individuals, trusts, estates and business entities with discretionary portfolio management and financial planning services, including retirement, education and charitable planning. The firm manages both discretionary and non‑discretionary accounts and charges asset‑based advisory fees rather than accepting commissions. The firm’s investment process integrates quantitative models with fundamental, technical, cyclical and economic analysis to identify investments “in favor” of its models and to align client holdings with short‑ and long‑term goals. Accounts are monitored on an ongoing basis and the firm generally trades under discretionary authority after a written agreement is executed. Noteworthy features include a separately offered active strategy distinct from the standard programs, a policy against accepting commissions, and formal compliance controls such as quarterly reviews of employee personal trading and documented best‑execution procedures with an institutional custodian. The firm’s principal has prior institutional research and portfolio‑management experience, and the firm does not perform proxy voting on clients’ behalf.
To learn more about the advisors currently working at Cedar Ridge Investment Management LLC, 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 |
|---|---|---|
Redlands, CA
| 1
| |
Byron Center, MI
| 2
|
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