Professional Investment Management for Your Portfolio

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Why Work with an Investment Advisor?

Creating and managing an investment portfolio requires time, discipline, and a strategy built to weather market cycles. Many investors struggle with emotional decision-making, chasing headlines, or losing sight of long-term goals. We provide a steady, structured approach that keeps your plan on track and aligned with your financial future.

Common Investor Challenges
  • Chasing market trends or reacting emotionally
  • Lack of diversification across asset classes
  • Portfolio drift and outdated risk levels
  • Unclear strategy, especially near retirement



Our disciplined investment process helps reduce stress, manage risk, and support your long-term success.

Disciplined, Diversified, and Goal-Driven

Successful investing requires more than picking stocks. We use a structured approach rooted in long-term strategy, diversification, and consistent risk management.

Diversification & Risk Management

We build portfolios across multiple asset classes — such as equities, bonds, and cash — using low-cost, high-quality investments. Through periodic rebalancing and risk monitoring, we help your portfolio stay aligned with your goals even during market volatility.

Goals-Based Investing

Every portfolio is designed around your objectives: retirement income, college savings, wealth preservation, or long-term growth. As your life changes, we adjust your allocation, reducing risk as retirement approaches or adapting to new milestones.

Aligning Your Investments with Your Goals

Your portfolio should be a reflection of your financial goals, not a separate track. We coordinate investment decisions with retirement planning, tax strategy, and long-term estate considerations to ensure everything moves in the right direction.



A pre-retiree preparing for income needs requires a different allocation than a young professional focused on long-term growth. We tailor your strategy to your life stage and adjust it as your goals evolve.

What to Expect from Our Portfolio Management

Our process is designed to give you confidence, clarity, and ongoing support in your investing journey.

Portfolio Review

We evaluate your current holdings — including IRAs, brokerage accounts, and workplace plans — for diversification, performance, fees, and overlap.

Custom Strategy

We build a target asset allocation based on your risk tolerance, goals, timeline, and financial plan. Investments are selected using a research-based approach, not proprietary products.

Ongoing Monitoring

Your portfolio is monitored throughout the year. We rebalance as needed, make tactical adjustments when appropriate, and adjust risk levels based on your long-term plan.

Preformance Reporting

You’ll receive regular updates, performance benchmarks, and ongoing review meetings to ensure your strategy evolves with your financial life.

Implementation Support

Our team helps you update accounts, streamline savings strategies, make investment adjustments, and prepare for your retirement date.

Ongoing Guidance

Each year, we refine your plan as markets shift or circumstances change, ensuring your retirement stays aligned with your goals.

Get a Professional Review of Your Investments

If you’re feeling unsure about your current investments or tired of managing the process alone, we can help. Get a clear, structured assessment and a disciplined strategy designed for long-term success.

  • What types of accounts do you manage?

    We manage IRAs, Roth IRAs, rollovers, brokerage accounts, and retirement accounts transferred from former employers. We also provide allocation guidance for active 401(k), 403(b), and 457 plans.

  • How much do I need to invest with BlackRidge?

    We work with a range of account sizes and focus on long-term relationships. Minimums vary based on service needs, and we’re happy to discuss options during a consultation.

  • Are you a fiduciary in managing investments?

    Yes. We provide advice that puts your interests first — always.

  • How do you choose investments for clients?

    We use diversified portfolios built from researched, high-quality funds and investments — not proprietary products — aligned with your risk tolerance and long-term goals.

  • Can you manage my 403(b)/401(k) while I’m still working?

    We often provide allocation guidance and integrate these accounts into your overall financial plan, even if they remain at your workplace provider.