Kaushal "Ken" Majmudar
As founder of Ridgewood Investments, I assist clients to:
* intelligently grow their wealth
* avoid unnecessary risk, and
* achieve financial freedom more efficiently and with less effort
All with the peace of mind that comes from knowing that someone with experience, integrity, and empathy is watching out for them.
Our many clients around the country (and some internationally) trust us to:
* implement custom investment & planning strategies
* supervise portfolios and identify high quality investments
* champion the intelligent growth of their wealth
* identify strategies to minimize taxes
* create growing passive income streams
* guide them away from financial pitfalls, and
* help preserve their legacies for the next generation.
We focus on educating and solving client problems with a long-term horizon rather than a short-term sales approach so common on Wall Street - the majority of our clients find us through word of mouth referrals from trusted sources.
We also believe in "eating our own cooking" so we invest our own money alongside our clients in the same strategies that we utilize for them.
We are highly experienced and differentiated in our approach. Instead of following the herd on Wall Street - we focus on:
* independent thinking and objective analysis of every opportunity or challenge
* relying on our own in-house research from primary sources and company visits
* emphasizing quality in our companies and management teams
* finding undervalued investments and hidden gems
* taking a longer-term view, and
* investing in off-market opportunities (income producing commercial real estate, private interest generating secured loans and even profitable private companies)
Learn more at our website at www.ridgewoodinvestments.com.
If you or anyone you know is interested in growing their wealth and freedom intelligently - lets talk!
If you are an expert serving HNW and institutional investors - be our strategic partner!