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Core Investment Beliefs

The partners of Park Ridge Asset Management are driven by several core beliefs that serve as the foundation for how we construct portfolios.

  • Developing a long-term Investment Plan designed around a client’s overall goals is the most important step in the process.
  • Markets are dynamic, and significant value can be created through asset allocation and manager selection. Manager selection should be both a quantitative and qualitative exercise.
  • Combining unique asset classes can reduce the volatility of a portfolio, and provide better risk-adjusted returns over time.
  • Managing risk in a portfolio is equally important as generating returns.
  • An advisor should always be sensitive to the after-tax impact of investment decisions.