Redlands, CA Office

Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities, reporting roughly $54 million in assets under management across about 100 client accounts. Financial planning work described in the brochure includes investment, retirement, education, and charitable planning alongside ongoing portfolio monitoring.

The firm’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to identify investments that align with its models, and it states that model output is tempered by professional judgment. CRIM offers an Asset Allocation strategy focused on longer‑term holdings with at least quarterly rebalancing and a CRIM Alpha Opportunities strategy that blends long‑ and short‑term positions with more dynamic, monthly (or more frequent) rebalancing.

The brochure emphasizes that the firm is led by a single principal who serves as founder, chief compliance officer, and the sole investment professional, a governance structure that is uncommon for supported firms. Although high‑net‑worth individuals are listed as eligible clients, the firm’s reported AUM, client count, and a stated $100,000 minimum for its Alpha Opportunities strategy indicate an operating scale and client mix oriented toward individual investors rather than a predominantly ultra‑high‑net‑worth clientele; the brochure also notes a fee‑only model and use of an independent custodian (Charles Schwab).