Stuart Quan, Chief Investment Officer and founder of Powder Ridge Capital, has been managing money in the U.S. equity markets for 27 years. He has watched the equity markets trade virtually every day since 1997 and therefore is well versed in both the fundamentals of individual stocks and the trading patterns of the market. He has managed through many market cycles and several bear markets including 9/11, the global financial crisis of 2008, Covid-19, and the 2022 bear market. Clients benefit from this experience and judgment as he is completely comfortable operating in both bull and bear markets and keenly adept at adjusting client portfolios accordingly.

Powder Ridge Capital constructs a personalized portfolio of stocks for each client. The firm’s investment philosophy is guided in the principle that no one wants to lose money, but clients want the upside that the stock market provides above savings accounts and bonds. Clients understand that PRC has the ability to exceed the stock market’s 6% to 8% long-term annualized equity return AND also protect capital in down markets. Unlike others who provide you an initial investment portfolio, set it and forget it, client portfolios are monitored daily. Adjustments are made real-time to ensure that your portfolio is optimally positioned for the coming months, quarters and years.

A taxable account in 2020 grew 179% net of fees, almost a tripling in value. In other words, a $100,000 account on January 1, 2020 would be $279,000 on December 31, 2020. An IRA account was up 122% net of fees in 2020. In other words, a $100,000 account on January 1, 2020 would be $222,000 on December 31, 2020, more than a doubling in value. In 2021, a taxable account was up 9% net. In 2022 a taxable account was down 10% net and in 2023 up approximately +24% vs. the S&P 500 down 19% and +24% respectively. Year-to-date through February 9, 2024, the portfolio is up over 10%.

Powder Ridge Capital has the flexibility to limit risk by selling a portion or all of a client’s portfolio when events such as Covid-19 are brewing. Portfolios were adjusted to all cash by the end of February 2020, in anticipation of the severe market correction that occurred due to the spreading of Covid-19. PRC reinvested client portfolios when stocks reached very attractive prices in March 2020. Most mutual funds’ charters don’t allow them to raise high levels of cash and most traditional wealth managers never sell either as they fear missing out if the stock market keeps going up.

For most clients, Powder Ridge Capital manages their life savings. The firm is prudent and extremely thoughtful in all its investment decisions. PRC appreciates that your dollars have been hard earned and knows the importance of protecting and preserving your capital.

Powder Ridge Capital focuses on clients with investable assets ranging from $1,000,000 to $500,000,000. The minimum initial deposit is $500,000.

Clients can monitor their investment portfolios through their login at Interactive Brokers LLC, Powder Ridge Capital’s third-party custodian.

Each and every client is Powder Ridge Capital’s top priority and each has real-time access via phone, text, or email.

References from current clients are available upon request for prospective clients.

“Powder Ridge Capital changed our life. We gave Stuart a large portion of our retirement savings and he has more than doubled our money with his savvy stock picks. We are forever grateful. I am going to go to New York one day and shake his hand.”

— Tom and Mary M., current clients | Swansboro, NC

“I’ve known Stuart personally for many years. I had an inactive 401k from a previous employer and rolled it over to an IRA for Stuart to manage. I’m extremely pleased. He has delivered fantastic returns far outpacing the overall market. This past year, Stuart grew my portfolio over 150%. I definitely feel that Stuart is actively working on my behalf and he’s been accessible and responsive whenever I’ve had a question. I’m beyond satisfied.”

— Doug Bachelis, current client | Greenwich, CT

“It’s truly incredible what Powder Ridge Capital is doing for the mom-and-pop investor. I realized I needed an expert to breathe life into a sleepy retirement portfolio. It was the best decision I ever made. Stuart more than doubled our retirement savings.”

— Neil C., current client | Southampton, NY

“Stuart has managed an account for me for a year, and it has doubled in value. And I love that Stuart is always available, totally attentive, forthright in responding to all questions, and does everything fast and in a no-nonsense manner. There is never any mystery about what he has done and what he plans to do, and I always feel my account is at the top of his mind. I’m totally satisfied.”

— Henry W. | Partner, major NYC Law Firm | Brooklyn, NY

“Stuart has managed money for me for almost 10 years. He is an exceptional stock picker and market tactician, adapts quickly to shifting market climates, and has extraordinary risk assessment skills. Consequently, his portfolio selections are innovative and rewarding. I am very happy to recommend Stuart and Powder Ridge Capital to investors seeking outstanding money management.”

— William B. Miller, Jr., M.D., current client | Paradise Valley, Arizona

“I love that Powder Ridge watches my portfolio daily. If things start to head south in the market, I know Stuart will limit losses. I sleep well at night knowing Powder Ridge is taking care of my investments.”

— Mark L., current client | Holmdel, NJ

“When I talked to Stuart, I thought he was incredibly bright. He came down to Texas to personally meet my wife and I. His approach to actively managing my personalized portfolio has really paid off. It’s incredible what he has done for me and my family.”

— Mike N., current client | Crosby, TX

“I met Stuart and his family last winter while they were vacationing and I felt a strong sense of integrity from his whole family. We talked about investing and I was impressed by Stuart’s investment approach. I was frustrated with my current advisor and the growth rate of my investments. The financial advisors I had worked with in the past were supposed to be experts, but they just put my money in mutual funds and did not initiate any changes nor look at my account unless I asked. I know Stuart is looking at my account because I see activity in individual stocks happening regularly. Working with Stuart, my portfolio is getting the type of personalized attention that usually only the ultra-wealthy get. I feel like I lucked out by getting in with Stuart.”

— Randi G., current client | Wilmington, VT