A complete list of active advisors currently associated with Ridgeline Asset Management, LLC

Warmer can help you find a great advisor at Ridgeline Asset Management, LLC or one who fits your needs even better.

The firm provides discretionary asset management to individuals, high-net-worth individuals, and trusts, tailoring services to client goals, time horizons, and risk tolerance. It manages roughly $59 million across about 44 clients and does not require a minimum to open an account. The investment process combines fundamental, technical, and quantitative analysis to construct growth-oriented models and long-term positions, with tactical elements such as covered-call option strategies and limited use of leveraged, inverse, or volatility ETFs for short-term hedging. Portfolios are customized and may include client-imposed written restrictions (for example, socially conscious investment screens), with ongoing monitoring and quarterly account reviews. Noteworthy for a solo independent adviser is the relatively high assets-per-client level and the explicit use of options and quantitative models alongside traditional mutual funds and ETFs, practices that some similarly sized peers do not typically employ. The firm does not vote client proxies (clients receive and vote their own proxies), may utilize overlay managers on certain platform accounts, and relies on its sole advisor to perform account reviews and compliance oversight.

To learn more about the advisors currently working at Ridgeline Asset 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
Travis Cook	Durango, CO	20

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