Ridge Creek Global, Inc.

Ridge Creek Global provides global wealth advisory services to individuals, families, trusts, endowments, and foundations, delivering both discretionary and non‑discretionary portfolio management, asset‑allocation planning, manager evaluation, and implementation. The firm serves a relatively small client base and manages approximately $254.8 million in client assets while typically working with high‑net‑worth clients but maintaining no formal account minimum.

The firm describes its investment approach as stewardship‑driven and analytical, combining quantitative and qualitative analysis and attention to behavioral factors to build strategic asset allocations intended to moderate volatility and pursue long‑term compound returns. It uses diversified global exposures — including equities, fixed income, ETFs, REITs and third‑party managers where appropriate — and conducts ongoing monitoring with quarterly appraisals and regular asset‑allocation reports.

Noteworthy aspects include its employee‑owned, boutique structure and a stated fee‑only, independence emphasis designed to align firm and client interests; the brochure also discloses AUM and details on reporting and client education. Uncommonly for similarly supported firms, the materials highlight and provide performance‑related reporting and periodic research to clients (including quarterly allocation reports and firm AUM disclosure), rather than offering only basic account statements.