A complete list of active advisors currently associated with Signal Ridge Capital Partners, LLC

Warmer can help you find a great advisor at Signal Ridge Capital Partners, LLC or one who fits your needs even better.

Signal Ridge Capital Partners provides financial planning, consulting, and investment management to individuals, high‑net‑worth clients, business entities, trusts, estates, charitable organizations, and qualified plans. The firm is a small team managing roughly $113.6 million in discretionary assets across about 94 client relationships. Portfolios are constructed with a strategic, diversified asset‑allocation approach using a proprietary methodology and a mix of macroeconomic, fundamental, quantitative, technical, and cyclical analysis; the firm offers both model and customized portfolios and monitors and rebalances them on an ongoing basis. For clients with higher risk tolerance it may employ leveraged ETFs/ETNs, options, futures, and limited margin (typically not exceeding 10%), and tailors allocations for tax, liquidity, or personal preferences. Signal Ridge’s operating model includes a few features that are uncommon among peers: a senior compliance officer who is a licensed attorney and also serves as an investment adviser representative of another registered adviser, the firm’s provision of sub‑advisory services to unaffiliated advisers, and sponsorship/management of a wrap‑fee program that bundles advisory and brokerage services. The firm recently transitioned to SEC registration and currently manages all reported assets on a discretionary basis.

To learn more about the advisors currently working at Signal Ridge Capital Partners, 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.