Who we are

Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm with:  

  • 7 Portfolio Managers and 4
    operations professionals with
    significant industry experience.

  • $866 million in AUM & AUA, and 250+ client relationships.

  • A long-term intrinsic value investing philosophy with an emphasis on independent research.

What we deliver

Our investment process and attention to our clients’ financial well-being distinguishes us from other firms.  

  • Portfolio management of accounts with stocks, bonds.

  • Disciplined, independent investment process and financial advice.

  • Assurance that the needs of our clients are at the heart of all of our activities.

  • Dedicated portfolio managers assigned to work individually with each client.

Who we work with

Eagle Ridge Investment Management manages individual portfolios for a number of different types of clients, including:  

  • Individuals and Families

  • Institutions

  • Trustees and Attorneys

  • Investment Advisors

Learn more about how we can help you.

Name *

Eagle Ridge Investment Management
5 High Ridge Park, Second Floor
Stamford, CT 06905
Phone: 203.227.4515
Fax: 203.388.9944
Email: see People