Eagle Ridge Investment Management, LLC

who we are eagle ridge investment management is a sec registered investment advisory firm that manages portfolios for: • individuals and families • institutions • trustees and attorneys • investment advisors what we do our investment process and attention to our clients’ financial well-being distinguishes us from other managers. we manage separate accounts consisting of common stocks, bonds and etfs. portfolios are created using a disciplined investment process based on independent research. learn more we work very closely with our clients to meet their unique needs. every client works directly with a portfolio manager who knows them as a person.