THE COLERIDGE GROUP LLC

Overview

The Coleridge Group LLC is a small, independent registered investment advisor that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm operates primarily on an advisory and planning model — offering hourly and fixed-fee engagements — and positions itself as equity-oriented, using exchange-traded securities as the core building blocks of client portfolios. Services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting, which suggests the firm blends project-based planning work with ongoing account management. The firm appears boutique in scale and client focus: a limited number of high-balance clients, a single-owner structure and a custody relationship with Charles Schwab & Co., Inc. Its product mix combines liquid, exchange-traded instruments and mutual funds with selective use of third-party alternative strategies for diversification and return enhancement.

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Location & Offices