Steven Giacona

Provides auditing, assurance, consulting and tax & business consulting services

RTWM primarily uses independent managers to implement investment recommendations and allocates assets across a broad range of investment categories and strategies which include equities, fixed income, alternative investments, real estate, private equity and other asset classes. The firm aims to achieve the desired level of diversification and to meet client objectives for risk and return.

Eagle Ridge manages balanced accounts, all equity accounts and accounts invested solely in fixed income securities. Their core strategies invest primarily in large and mid-cap stocks. They also provide a small-cap equity and an international equity offering. Equity portfolios generally own between 25 and 40 issues. A stock is sold when it reaches its sell target, a substantially more attractive investment becomes evident, or we have determined our original investment thesis is no longer accurate or business conditions have changed. Fixed income investments primarily emphasize investment grade bonds or Exchange Traded Funds that hold investment grade bonds. Individual securities selected are generally held to maturity and are not traded for short-term profits. Cash balances in client accounts are held for client-directed liquidity needs or are awaiting prospective new investments.

Functions as a College/University

Functions as a College/University

Provides banking services

Provides mobile payment and marketing technology services