About Us

At Ridgegate Investment Management our mission is to fill two critical voids we see in the business:

          I. Independent and unconflicted Advice and Solutions in Financial Services

          II. Ultimate Loyalty to clients; rather than The Company and/or Public Shareholders

We partner with Private Clients, Institutional Investors, and Non-Profit Organizations where the following tenets are valued:

            I.  Independence – In Research, In Solutions, and in Thinking

            II.  Fierce Loyalty – To you our clients, not Wall Street Analysts & Public Shareholders

            III.  Aligned Interests – Simplifying the business in process, strategy, and goals