A Stamford, Connecticut-based firm, Ridgeview Asset Management (RAM) assists clients with strategies for wealth maximization. Ridgeview Asset Management uses fixed income, equities, private investments, and other strategies to help clients grow their wealth.
Founders Michael Robinson and John Watkins started the company with the idea of establishing partnerships with their clients, providing products and services that meet their wealth management goals while striving to eliminate the conflicts of interest that have often defined the asset management industry.
At Ridgeview, clients always come first, which means they receive the best possible experience. During the process of creating a portfolio, a plan is developed that considers a client’s short- and long-term goals, current assets, tax implications, appetite for risk, and other factors. Then, the plan is implemented, monitored, and adjusted as needed.
All this is made possible because Ridgeview adhere to five principles. The first principle is that the client receives a process, not a product. The second is that Ridgeview is transparent. The third principle is focusing on research-backed performance. The last two principles are to balance risk with rewards and embrace the benefits of compounding.