Eagle Ridge Investment Management LLC

Eagle Ridge Investment Management, LLC is a privately owned investment adviser founded in 2008 and registered with the SEC. The firm offers investment management services to individuals and institutional investors through separately managed accounts and Turnkey Asset Management Programs. They tailor their services to each client's situation, managing accounts with specific targets related to equity/fixed income balance or client-imposed restrictions. Investment strategies may include various securities such as stocks, bonds, options, and real estate investment trusts. As of December 31, 2023, Eagle Ridge managed over $1.2 billion in assets, including discretionary and advisory portfolios. The firm charges management fees based on a percentage of assets under management, with a tiered fee schedule. The standard fee schedule ranges from 1.0% to 0.4% per annum based on the asset value. Clients may pay fees in advance or have them debited from their accounts. Eagle Ridge's investment strategies focus on equity investments in large and mid-cap stocks, with additional offerings in small-cap, international, and Low Green House Gas equities. The firm's investment process involves fundamental analysis and maintaining diversified portfolios. They also offer fixed income investments primarily through Exchange Traded Funds, emphasizing credit and default risk management. The firm operates with a fiduciary duty, providing financial planning and estate planning advice. Eagle Ridge's partners oversee the advisory activities, ensuring investment decisions align with client objectives. Clients receive regular reports and have access to partners for discussions on investment objectives and performance. The firm's partners have diverse educational backgrounds and extensive experience in the financial industry.