Eagle Ridge Investment Management is an independently owned SEC registered investment advisory firm based in Stamford, CT. They specialize in providing investment management services for individuals, families, advisors, fiduciaries, and institutions, with a mission to clarify and enhance their clients' financial lives to help them achieve their goals.
With a client-focused approach and a process-driven methodology, Eagle Ridge leverages their expertise and proven investment process to offer objective advice and superior personal service. They work closely with individual clients to build and preserve wealth, while also assisting institutional clients such as trustees, attorneys, foundations, and endowments in managing their investments.
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