Trail Ridge Investment Advisors, LLC

Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., is a registered investment advisory firm established in 2016. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current situation and investment plans. Trail Ridge also provides financial planning services on an hourly basis or through ongoing subscriptions. The firm's investment advice is generally limited to various securities, including mutual funds, equities, and fixed income securities. They do not participate in wrap fee programs and managed over $288 million on a discretionary basis as of December 31, 2024. Fees for portfolio management are based on total assets under management, with minimum annual fees and account size requirements. Financial planning fees are negotiable and can be charged hourly or through an ongoing subscription model. Trail Ridge does not charge performance-based fees and acts as a fiduciary, making investment decisions in clients' best interests. The firm uses fundamental analysis and Modern Portfolio Theory in their investment strategies, with a focus on long-term strategies and options transactions. Clients are periodically reviewed, and proxy voting is conducted in clients' best interests. Trail Ridge does not receive compensation for client referrals and has no custody of client funds.