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The Park Ridge Difference

At Park Ridge Asset Management, we offer our clients the high level of personalized service expected from a small boutique investment management firm, as well as the sophisticated investment capabilities of a large investment management company. We bring the following benefits to each of our valued relationships:

Objectivity

We have always operated under the belief that we have a responsiblity to act in the best interest of our clients. In order to avoid any conflicts of interest, we work under a fair and transparent investment advisory fee agreement that is based on a percentage of the assets that we manage.

Experience and Expertise

We have deep experience in working with a broad range of investment strategies. This includes the formulation of asset allocation models, and the selection and monitoring of investment managers through various market cycles including recessions and bear markets.

Value-Added Client Relationships

We believe that providing proactive and personal communication to our clients is paramount in helping them achieve their goals. Our clients will always have direct contact with the senior partners who make all investment decisions.

Disciplined Approach to Investing

We utilize a disciplined and time-tested investment process that is dynamic enough to take advantage of market opportunities. We combine high quality managers and unique investment solutions in an effort to reduce the volatility of client portfolios and improve the long-term risk adjusted return profile.

Customized Planning

We take the time to understand what makes each client unique. Using sophiosticated planning software, we design a customized solution based on each client's situation. This involves adapting to changing life circumstances, and working closely with our clients’ other advisors to ensure proper coordination from a tax, legal and insurance perspective.