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. 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.