Eldridge Investment Advisors, Inc. is an independent advisory firm registered with the Securities & Exchange Comission. Our primary goal is to provide comprehensive investment management services to fiduciaries, investment committees, trustees and high net worth individuals.

Customized Investment Advisory Services

Investment Policy Development Plan Asset Diversification Risk/Return Analysis Manager Searches Performance Monitoring and Reporting Employee Communications Personal Investment Planning Investment Expense Control

It is our belief that investors must use a sound approach to determine the optimum asset mix for their funds since different asset classes produce different levels of return and volatility.

In the initial step of the process, we work closely with our clients to develop realistic, long-term investment objectives and to determine an acceptable level of risk.

We then demonstrate to our clients the inter-relationships of risk and return and how, through the use of diversification* and asset allocation strategies, we seek to help them minimize long-term risk.

Above all, we design our strategies to fit each client's unique situation yet remain flexible enough to meet changing circumstances and expectations.

The Ultimate Goal: Consistant, Risk-adjusted Investment Returns

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure agaist market risk.