Separately Managed Accounts (SMA)

Individualized portfolios, designed to accomplish a specific objective, can be constructed by Cedar Ridge Partners. These portfolios can serve as a core investment strategy or play a role as a supplement to an existing diversified investment strategy.

The SMAs are maintained by a third party custodian and can be customized on behalf of high net worth individuals, RIAs, institutional investors and Family Offices to accomplish specific goals as defined by each client.