What Makes Willow Ridge Capital Advisors Different?
Our purpose is to provide our clients with the best investment and financial advice and services. We help plan sponsors and participants achieve peace of mind by guiding them through complex financial decisions regarding their qualified or non-qualified plans. By combining comprehensive investment management, Willow Ridge can help you navigate challenging retirement plan issues with confidence.
Clients appreciate working with us for several reasons, including our:
- Deep investment expertise
- Consultative approach
- Analytically rigorous approach to portfolio construction and management
- Win/win fee-only business model
- Fiduciary relationship
Willow Ridge Capital Advisors adheres to the following core values:
- Authenticity—Willow Ridge only uses proven financial principles; not speculative methods
- Stewardship—We always act in the best interests of our clients
- Integrity—Our business is founded on our reputation as individuals and as a company
- Relationships—We value people
- Excellence—We continually strive to improve in every aspect of our business
What Can You Expect From Us?
When you work with Willow Ridge Capital Advisors, you have our commitment to:
- Provide you with unbiased recommendations and objective advice regarding plan structure, features and investment options
- Continuously monitor the quality and performance of plan investments
- Remain involved in your investment process(i.e., selection, model portfolio design, risk assessment
- Deliver high quality onsite investor education to plan participants
In addition, as appropriate, we can provide additional planning services and advisory services for business owners or senior managers at a reduced rate from our standard fee schedule.