PHILOSOPHY I -- While many investment firms want to get the highest return possible, which subsequently results in the highest level of risk and volatilty you can tolerate, at Private Ridge, we want to invest with the least amount of volatility possible while still helping you achieve your investment goals.  We believe this mentality allows our clients to feel more confident during opportunistic market periods, while also helping to minimize fears and doubts during difficult market periods. 

 

We encourage you to ask yourself,

"Would I rather have a plan to reach my goals, or the possibility of high returns AND the high risk?" 

 

 

 

 PHILOSOPHY II -- While many firms desire to provide returns that are relative to the overall investment market, Private Ridge focuses more on Absolute Market Returns...  Absolute Returns focus on yielding a positive net investment return on a consistent annual basis regardless of the overall market, compared to returns that are linked to the ups and downs of the market index.  Absolute Returns are designed to be more predictable, but will not capture as much of the positive gains in beneficial markets...  However, Absolute Returns generally don't struggle as much during difficult market periods.

 

We encourage you to ask yourself,

"Would I prefer annual returns that consistently yield between 0% and 9.5% OR is the possibility of gaining 20% more important, knowing the risk of losing 20% exists?"