Manor Ridge Wealth takes a client centered approach, providing bespoke investment management and financial planning solutions by utilizing cutting edge technology and implementing investments backed by academic research.
Advising individuals, families, trusts, foundations, and non-profits, with a focus on retirement & income planning , tax management, estate & trust services, and legacy planning.
A broker-dealer not only oversees the activities of investment professionals but also provides the needed compliance and back-office support. Manor Ridge Wealth chose to partner with Cambridge Investment Research, member FINRA/SIPC, because of their strong / conservative business practices and because they are one of the most respected, privately-held, Independent Broker-Dealers in the financial industry. Cambridge has over $95 Billion under management and services over 3,000 financial advisors nationwide.
Custody of Assets
As a part of our wealth advisory services, Manor Ridge Wealth administers the placement of client’s investment assets, however, we do not custody, or hold those investment dollars. Your brokerage assets are held directly with the clearing firm, National Financial Services (NFS), a Fidelity investments company or the choice of using other large custodians; SEI, Schwab, or TDAmeritrade if preferred.
NFS provides a global trading platform and financial solutions to millions of investors and is one of the largest clearing firms for many broker-dealers. Depending on the financial strategy, such as utilization of an institutional multi-manager portfolio, assets may be also held at a Trust company such as SEI Private Trust. Each of these entities insures client accounts against employee fraud or theft. None of these policies insure your account against market fluctuation or market loss.