Ridgewood Capital Asset Management

Our Vision and Values

At Ridgewood Capital, our core values guide us in our pursuit of success for our clients. We believe in:

• Growth: Managing your money for the long term to achieve sustainable growth.
• Conservation: Protecting your investments through careful diversification and risk management.
• Personalization: Customized investment strategies tailored to your unique financial goals and aspirations.
• Transparency: Clear and concise communication, ensuring you always understand your portfolio and its performance.
• Client-Centricity: Building strong, lasting relationships through personalized service and attention.

Who We Are

Founded in 2008 by experienced investment professionals John Simpson and Paul Meyer, Ridgewood Capital has grown into a leading asset management firm serving high net worth individuals, foundations, institutions, and Indigenous clients. Our team of accomplished professionals boasts decades of experience in investment management, ensuring you receive the highest level of expertise.

Our Investment Process

Our investment process is grounded in meticulous research, analysis, and disciplined risk management. We leverage our deep understanding of the financial landscape to:

• Develop personalized investment strategies aligned with your unique goals.
• Minimize risk through diversification across asset classes and investments.
• Monitor and adjust your portfolio to ensure it remains aligned with your evolving needs.

Our Services

We offer a comprehensive range of services to cater to your diverse financial needs, including:

• Wealth Management: Comprehensive portfolio management, including investment planning, risk management, and estate planning.
• Institutional Consulting: Customized investment strategies and solutions for foundations, endowments, and pension plans.
• Private Client Services: Personalized attention and guidance for high net worth individuals.
• Mutual Funds: Access to a diversified selection of mutual funds for a variety of investment goals.

Our Commitment

At Ridgewood Capital, we are dedicated to exceeding client expectations and building lasting relationships. We are committed to:

• Providing transparent and clear communication.
• Offering personalized attention and responsiveness.
• Delivering competitive returns aligned with your goals.
• Maintaining the highest ethical standards and integrity.