Business Details
18 Years
experience
Trusted Investment Management in Toronto
Founded in 2008, Ridgewood Capital was established by industry veterans John Simpson and Paul Meyer, who brought together a team of senior investment professionals with decades of collective experience. Our firm operates on the principle that successful investing requires a personalized approach, combining conservative growth strategies with long-term capital protection. We prioritize building strong client relationships through transparent communication and tailored investment solutions. With over $1.9 billion in assets under management, we serve high-net-worth individuals, foundations, institutions, and Indigenous clients. Our team's expertise spans portfolio management, risk assessment, and market analysis, ensuring clients receive informed guidance aligned with their financial goals.We maintain a client-centric model by intentionally limiting our client base to ensure dedicated attention to each relationship. Our history traces back to CT Investment Counsel and Mulvihill Capital Management, providing continuity in our commitment to traditional investment principles. We believe in growing alongside our clients, reinvesting our own capital alongside theirs to maintain alignment of interests. Our Toronto-based operations combine local market knowledge with global investment opportunities. Through quarterly market commentaries and regular client communication, we empower investors with clear, actionable insights into their portfolios.
Services
Portfolio Management
Investment Advisory
Client Mandate Services
Asset Allocation
Capital Preservation Strategies
Details
- Year established: 2008
Highlights and features
- We maintain $1.9 billion in assets under management with conservative growth strategies
- Our team includes CFA charterholders with decades of institutional experience
- We limit client relationships to ensure personalized attention and service quality
- We invest our own capital alongside client funds for complete alignment of interests
- We provide quarterly market commentaries with transparent portfolio positioning
Services
Portfolio Management
Our portfolio management service combines conservative investment strategies with personalized financial planning. We create diversified portfolios aligned with client risk tolerance and long-term goals while maintaining $1.9 billion in assets under management. Our team of CFA charterholders actively monitors market conditions and adjusts allocations to optimize returns while preserving capital. Clients receive quarterly performance reports and market commentaries to maintain complete transparency.
Client Mandate Services
We develop tailored investment mandates for high-net-worth individuals and institutions. Our approach begins with in-depth consultations to understand specific financial objectives and risk parameters. The team creates customized portfolios that reflect each client's unique circumstances while maintaining our conservative growth philosophy. This service includes regular performance reviews and strategy adjustments as client needs evolve over time.
Asset Allocation
Our asset allocation service focuses on optimizing portfolio diversification across multiple asset classes. We employ a research-driven approach to balance equity, fixed income, and alternative investments based on market conditions. The strategy emphasizes risk management while pursuing growth opportunities in both domestic and international markets. Regular rebalancing ensures portfolios maintain their strategic positioning through changing economic cycles.
People
John H. Simpson
Managing Director
CFA charterholder with extensive experience in investment management and portfolio strategy. Co-founder of Ridgewood Capital with over 25 years in the financial services industry.
Robert Cruickshank
Vice President
CFA charterholder and CIM designation holder responsible for portfolio management and client relations. Brings 20+ years of institutional investment experience to client advisory services.
Patti Stephenson
Director, Client Relations
Manages client communications and relationship development with focus on personalized service delivery. Coordinates investment team activities to ensure client needs are consistently met.
Questions
What investment strategies does Ridgewood Capital use?
We employ conservative growth strategies focused on long-term capital appreciation and preservation. Our approach combines active portfolio management with strategic asset allocation across diverse markets.
How does Ridgewood Capital differ from other firms?
We maintain a client-limited model for personalized service, invest our own capital alongside clients, and emphasize transparent communication through regular market commentaries.
What types of clients do you serve?
We work with high-net-worth individuals, foundations, institutions, and Indigenous organizations seeking tailored investment solutions aligned with their specific financial objectives.
How often do you review investment portfolios?
Portfolios receive quarterly performance reviews with comprehensive market analysis. We also provide monthly statements and schedule regular client meetings for strategy discussions.
Can I access my investment information online?
We provide secure client portals for account access and documentation. Contact our team for login details and technical support regarding your investment information.
