building wealth. building generations.

who we are

Cedar Ridge Investment Management is a wealth management firm that is based in Grand Rapids, Michigan. We provide comprehensive and tailored solutions for individuals, multi-generational families and companies. We primarily help clients to manage their investments using portfolios including equities, fixed income, commodities and exotic instruments. We take on a generational approach to help clients grow their wealth and take care of specific financial and retirement needs. We also help companies manage their retirement plans and other investment needs. Our clients span across several states including Michigan, California, Illinois, Indiana and Kentucky as we continue to expand.

our mission

To provide each of our clients with the highest level of service, unbiased advice and responsible decision making. We work without conflicts of interest that arise from selling products that pay commissions. Our goal is to provide a boutique-style financial investment service, yet allowing our clients to leverage on our institutional experience and research capabilities.

our vision

To be a trusted investment advisor that grows with and supports you and your family through the different seasons and stages of your life.

our core values

Cedar Ridge is committed to a client-centric business model: Clients, care and communication are our top priorities. Trust and integrity are the cornerstone of our business. We owe a fiduciary duty to all our clients. No compromise will be made for the level of professionalism and credibility towards our clients.

our name

The cedar tree is a symbol of strength, stability, and endurance. Some date the cedars in Lebanon’s Al Shouf Cedar Nature Reserve to be 3,000 years old, the approximate time when King Solomon reigned in Israel. King Solomon knew the trees – as the wisest man in the world, the text of the book in 1 Kings says he spoke of the trees. Cedars of Lebanon live for thousands of years. Their wood does not rot. It resists fire, smells wonderful, conducts sound in wonderful ways and is extremely strong. Solomon knew the Cedars of Lebanon would stand forever and chose their wood as the floor and walls of the Temple. Cedar Ridge began with the same idea in mind, to bring strength, stability, and endurance to the investment portfolios of our clients through the ups and downs of the market.

“The righteous shall flourish like the palm tree:
He shall grow like a cedar in Lebanon.
Those that be planted in the house of the LORD
Shall flourish in the courts of our God.
They shall still bring forth fruit in old age;
They shall be fat and flourishing;
To shew that the LORD is upright: He is my rock,
And there is no unrighteousness in him.”

- Psalms 92:12-15