Confidential and Private
Confidential Integrity
We are committed to maintaining client confidentiality and protecting your personal information. We tailor our information-gathering process to the scope of the relationship, focusing on the information necessary to provide appropriate investment advice.
Focused Mandate
Our model-based approach means we can construct and manage portfolios based on the assets you choose to place under our management. We manage only the specific assets you designate and hold at a qualified custodian while preserving your privacy. You decide what to share, and we focus on managing those assets with the mandate we are given.
Privacy First
This privacy-first philosophy recognizes that many clients value discretion and selective disclosure, and we strive to respect those preferences while fulfilling our fiduciary obligations. We believe your relationship with Tower Ridge Investment Management should enhance your financial position without compromising your privacy.
Form ADV & Form CRS: Clients and prospective clients may obtain a copy of our current Form ADV (Parts 1, 2A, and 2B) and our Client Relationship Summary (Form CRS) by visiting the SEC’s IAPD website at https://adviserinfo.sec.gov/firm/summary/340348 or by contacting us directly. Conflicts of Interest Please refer to our Form ADV Part 2A (Brochure) for a full discussion of our fees, services, conflicts of interest, and other important information.
Email: info@towerridge.io
Tower Ridge Investment Management LLC CRD #340348
2026 Tower Ridge Investment Management LLC. All rights reserved.
IMPORTANT DISCLOSURE
Tower Ridge Investment Management LLC is a Registered Investment Advisor with the State of Michigan (CRD# 340348). Registration does not imply a certain level of skill or training.
The information provided on this website is for informational purposes only and does not constitute individualized investment advice or a recommendation to buy or sell any securities.
Advisory services are only offered to clients or prospective clients where Tower Ridge Investment Management LLC and its representatives are properly licensed or exempt from licensure and have entered into an executed written advisory agreement.
All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results.