About Ridgeview Asset Management

Former JP Morgan alumni Michael W. Robinson and John W. Watkins founded Stamford, Connecticut’s Ridgeview Asset.

Management in 2016, drawing on an approach that stresses client involvement and treats clients as “true partners.” Today, the firm advises a high-net-worth client base that spans the US. Ridgeview Asset Management focuses on long-term strategies that match the risk tolerance of each client and seek to avoid fees, tax burdens, and other costs associated with investment activity.

Ridgeview employs third-party technology platforms and algorithms to make complex calculations regarding portfolio relevant market performance benchmarks while optimizing tax efficiency and risk tolerance for every client that it serves. In addition to equities, it offers more conservative, fixed-income investments such as municipal and corporate bonds. To ensure that it continues to operate in accordance with clients’ wishes and goals, the firm provides detailed quarterly reports and engages in regular portfolio rebalancing.