Private Ridge Wealth Management Services
Private Ridge Wealth Management offers two distinct investment and financial planning services:
Private Client Services - a comprehensive and robust wealth management structure tailored around a complete financial services experience that includes portfolio management, 401(k) management, retirement planning and coordination with other professionals for Estate Planning and Risk Mitigation.
Accredited Investor Services - Investment and Portfolio Management using complex strategies exclusive to accredited investors. Strategies Include, but not limited to, use of Complex Option positioning, and Downside Risk Mitigation. Accredited Investor Services can include the comprehensive Private Client Services, or can simply focus on private portfolio management.
Our Investment Philosophy
Private Ridge focuses on delivering consistent income through employing high yielding dividend producing opportunities with a disciplined strategy to identify and employ these opportunities. We couple this with downside protection strategies designed to help minimize the impact of negative market periods. 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 conditions.
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 relative returns that are linked to the ups and downs of the market index.
What To Expect...
Whether a client with our Private Client Services or as an Accredited Investor desiring exclusively portfolio management, every client receives a personalized Investment Policy Statement, customized specifically to their individual situation, goals, plans and concerns.
With the exclusive ability to restrict positions either by industry, or by personal preference, combined with the available disciplined strategies, we are able to offer a truly unique and personalized investment and wealth management experience.
Bradley D. Church Chief Investment Officer
With over 26 years of industry experience, Mr. Church heads Private Ridge Wealth Management and primarily serves as the Chief Investment Officer for the firm.
Prior to forming Private Ridge Wealth Management, Mr. Church served a combined total of over 10 years at a local bank as a Private Wealth Advisor and at a local investment brokerage firm as a Senior Financial Advisor.
In addition to serving as the Chief Investment Officer, Mr. Church also works with select individuals and families, primarily with investable assets in excess of $750,000.
Prior to entering the wealth management industry, Mr. Church grew up in northern New Mexico, where he was an all-state quarterback. Mr. Church played football at the University of Tennessee - Chattanooga, where he graduated with a degree in Economics and a minor in Mathematics.
Mr. Church is widowed and has two daughters, Gracie (19) and Ava (18).