Ridgeview Asset Management serves clients across the United States. A highly diverse investment firm, Ridgeview Asset Management operates across a broad variety of asset classes that include equities, fixed-income and private investments. Its management approach centers around publicly traded equity and fixed income investments that aim to limit risk and costs. For qualified accredited investors, Ridgeview also offers a series of private funds.

Ridgeview serves a client base that consists of high-net-worth families and individuals, as well as foundations, endowments, and trusts. Although it generally requires a client investment of $5 million to open an account, the firm reserves the right to waive this requirement. It works closely with clients throughout the investment process, from setting up initial capital allocation to providing regular quarterly updates that both report relevant financial information and explain it.