Category: Wealth Management

Los Angeles Business Journal names Salem Partners Wealth Management's Erik Ridgley to 2021 List of 'Leaders of Influence: Wealth Managers'

8/9/2021

LOS ANGELES, CA August 9, 2021 - Erik Ridgley is CEO & Chief Investment Officer of Salem Partners Wealth Management, a fiduciary and fee-only SEC-registered investment adviser firm that combines institutional expertise in public markets and private investments with personalized financial planning and customized portfolios to protect and grow the wealth of Salem’s clients. In 2020, Ridgley navigated his clients through the pandemic-induced market sell-off and recovery by continuing to patiently invest for the long-term per each client’s custom investment policy statement...(read more)

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Los Angeles Business Journal Names Salem Partners Wealth Management's Erik Ridgley to 2020 List of 'Leaders of Influence: Wealth Managers'

8/10/2020

LOS ANGELES, CA August 10, 2020 - Erik Ridgley, CFA is CEO & chief investment officer of Salem Partners Wealth Management, a boutique multi-family investment office for founders, CEOs, entrepreneurial families, and ultra-high net worth individuals. His firm is a fiduciary and fee-only SEC-registered investment adviser (RIA) that combines institutional expertise in public markets and private investments with personalized financial planning and customized portfolios to drive successful after-tax results and build long-term client relationships. This is his fourth decade of investment management...(read more)

Disclosure

Los Angeles Business Journal names Salem Partners Wealth Management's Erik Ridgley to 2019 List of 'Leaders of Influence: wealth managers'

8/6/2019

LOS ANGELES, CA August 6, 2019 - Erik Ridgley, CFA is CEO & Chief Investment Officer of Salem Partners Wealth Management, a boutique multi-family investment office for founders, CEOs, entrepreneurial families, and ultra-high net worth individuals. His firm is a fiduciary and fee-only SEC-registered investment adviser that combines institutional expertise in public markets and private investments with personalized financial planning and customized portfolios to drive successful outcomes and build long-term client relationships...(read more)

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IF YOU CAN’T BEAT THEM, HIRE THEM

4/21/2015

Emblematic of the state of the financial world, former Federal Reserve Chairman Ben Bernanke is taking an advisory role with Citadel, the $25 billion hedge fund based in Chicago. Making less of a splash but certainly worth pointing out, Bernanke follows...(read more)

Salem Partners Supports LA's Promise 2011 Gala

9/28/2011

E! News at the 2011 LA's Promise Gala
E! News was on hand at the 2011 LA's Promise Gala and had the chance to speak to our special honoree Ryan Seacrest, as well as our other esteemed guests of the night. Check it out!
Posted by LA's Promise on Thursday, September 29, 2011

LOS ANGELES, CA – September 28, 2011 - LA’s promise, a nonprofit working to radically shift the education, health and social outcomes for youth in South Los Angeles, held its 2011 Gala on Tuesday, September 27th at Hollywood’s Kodak Theater. Salem Partners is proud to have been a title sponsor of the event and even prouder that Salem’s co-founder, Stephen Prough, and his wife, Marina Berti, were event chairs for the unforgettable evening. Along with highlighting ... (read more)

All in The Family: What's Driving the Apparent Growth of Multifamily Offices

6/1/2009

It’s a tempting proposition: Instead of working with dozens, perhaps hundreds, of clients, why not switch to the multifamily office (MFO) model and work with fewer wealthier clients and their families? For example, if your firm currently manages US$300 million divided among 100... (read more)

Salem Partners Wealth Management Ranked 22nd Nationally in Wealth Manager Magazine’s Annual Rankings

7/18/2008

LOS ANGELES, CA - July 18, 2008 - Salem Partners Wealth Management (“SPWM”) has been ranked in the top 25 wealth management firms in the U.S. by Wealth Manager Magazine in their “Eighth Annual Wealth Manager Top Dogs Report.” Improving from last year, SPWM also ranked as the top firm in Los Angeles and fifth in the State of California... (read more)

Salem Partners Wealth Management Ranked 24th Nationally in Wealth Manager Magazine’s Annual Rankings

7/18/2007

LOS ANGELES, CA July 18, 2007 -- Salem Partners Wealth Management (“SPWM”) has been ranked in the top 25 advisory firms in the U.S. by Wealth Manager Magazine in their 2007 rankings. SPWM also ranked second in Los Angeles and seventh in the State of California... (read more)

Salem Partners Wealth Management Hires David Dodson as Director, Wealth Management

12/4/2006

Salem Partners, a leading Los Angeles-based investment bank and wealth management firm, has appointed David Dodson as a director of its wealth management group. Salem Partners Wealth Management provides customized investment solutions in a multi-family... (read more)

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