Goldridge is a research-based financial planning company. We take a holistic view in managing portfolios and will assume a coaching role in assisting our clients with their life-long investment journeys. Goldridge’s model portfolios are constructed and managed by its in-house investment team, which is guided by its Internal Integrated Investment Management Process, or I3MP.

The two primary goals are to keep your money safe and to grow your investment.

When investing lump sums, Goldridge uses a combination of investment strategies and follows a disciplined six-step asset allocation process to achieve the optimal asset allocation (portfolio). The Goldridge Investment Panel then reviews the strategic weighting on a quarterly basis and determines if any adjustments are required over the medium-term. Goldridge has the power to research more than 250,000 different investment funds, direct securities and indices to find the right investment choices and diversification.

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