Ridge Investment Advisors

Ridge Investment Advisors provides discretionary, actively managed equity and fixed‑income portfolios for individuals, trusts and corporations, documenting client goals in an investment policy statement and tailoring allocations to time horizon and risk tolerance. As of February 28, 2026 the firm reported managing about $37.6 million in discretionary assets across roughly 25 client accounts and does not sponsor a wrap fee program.

The firm’s investment process is fundamentally driven and bottom‑up, concentrating equity exposure in primarily U.S. large‑cap, high‑quality companies selected from a watchlist of roughly 200–250 names and typically building equity sleeves of about 30–40 holdings. Fixed‑income portfolios emphasize investment‑grade government, corporate and municipal bonds with a laddered maturity approach generally under ten years, and ETFs or mutual funds are used selectively for additional diversification.

Distinctive features noted in the brochure include the firm’s acceptance of corporate/institutional clients in addition to individual and trust accounts—an offering that is less common among independent advisors of its type—and a small, multi‑person advisory structure rather than a solo practitioner model. Together, the concentrated, research‑driven portfolio construction and the firm’s institutional work inform its brokerage relationships and discretionary trading practices described in the brochure.