Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC is a fee-only investment advisory and wealth management firm headquartered in Fort Collins, Colorado. Founded in 2016, the firm manages approximately $250 million in assets and employs 7 financial advisors serving 369 client accounts. Trail Ridge predominantly serves retail and high-net-worth individuals, along with charitable organizations, insurance companies, and corporations. The firm offers financial planning and portfolio management services to individuals and small businesses, and is registered in Colorado, Texas, and Wyoming.
Investment Strategy
Trail Ridge Investment Advisors, LLC provides customized portfolio management and financial planning for individuals and organizations, focusing on strategic asset allocation using ETFs, mutual funds, direct equities, and occasionally alternative assets. Their investment philosophy emphasizes fee transparency, risk management, long-term growth, and personalized strategies to meet client-specific retirement and wealth-building goals. The firm tailors models for both discretionary and non-discretionary accounts, aligning investments with the objectives and risk tolerances of each client, and serves a diversified client base of individuals, families, and entities.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSIE | GOLDMAN SACHS ETF TR | 8.80% | $19.6M | 477,308 | $31.89 | $41.11 | +$1.2M |
E EMXC | ISHARES INC | 6.89% | $15.4M | 227,767 | $53.63 | $67.51 | +$1.2M |
V VNLA | JANUS DETROIT STR TR | 6.34% | $14.1M | 286,664 | $48.92 | $49.29 | +$305.9K |
A AAPL | APPLE INC | 6.10% | $13.6M | 53,394 | $178.82 | $254.63 | +$2.6M |
I IVV | ISHARES TR | 5.20% | $11.6M | 17,313 | $490.03 | $669.30 | +$850.8K |