Powder Ridge Capital will take the time to discuss your financial situation, your goals, and your dreams. Together, we can formulate a long-term investment strategy to have your money work harder so you can live your dreams.

While most financial advisors will do this to differing degrees, the difference begins after this initial step. Powder Ridge Capital will tailor a portfolio of stocks just for you that is designed to outperform the market. Your portfolio will be actively managed and monitored daily by Powder Ridge Capital’s Chief Investment Officer.

Powder Ridge Capital’s clients understand that it has the ability to do better than the market’s 6% to 8% long-term annualized return. They realize that a talented active investment manager can go find the pockets of opportunity in the market.

Additionally, Powder Ridge Capital has the flexibility to raise the cash portion of your portfolio in times of market turbulence or if it foresees a bear market on the horizon. It can even be 100% in cash if market conditions warrant.

To get started, clients will fill out an account application. Once approved, clients can fund the account from funds in a bank account, funds/securities from another brokerage account, or funds from a 401k/403b.