Portfolio Management

If you need help managing your portfolio, our financial advisors in Rhinebeck can help. Our financial planners individually customize investment portfolios with an emphasis on generating income through the use of dividend growth as one of our primary investment strategies. By creating individual client portfolios, we are able to generate the following results for our clients:

  • Create significant levels of income to meet distribution needs annually.
  • Provide fresh capital in volatile markets and can deliver enhanced and compounded total returns.
  • Lessen portfolio risk due to lower betas and (P/E) ratios.
  • Provide capital growth in three ways: Capital preservation, dividend retention and reinvestment, and dividend growth.
  • Allow for predictable levels of current and future income.

Retirement Planningdreamstime_xxl_44653747

At Ivy Ridge Asset Management, we understand how stressful and challenging retirement planning can be. There are many facets that need to be addressed when designing a successful retirement income plan, including investment returns, inflations rates, future tax rates, and much more. Our financial planners can help you to define your goals and implement an investment plan that reflects those goals. With a focus on investment and risk management, tax planning, social security optimization, income generation, wealth transfer and asset protection, we’ll help you keep more of what you earn.

IRA & 401k Rollovers

Our experienced retirement consultants can help determine whether an IRA or Roth IRA is right for you, as well as help you take control of your employee 401k plan. By eliminating outdated procedures that make risk tolerance useless, we are able to quantify each position in your portfolio rather than merely assign it to an asset class. Using an industry leading software to calculate the risk quotient of your portfolio, we not only can provide stress tests for a variety of stock and bond scenarios, but also can forecast whether or not those risk preferences will allow you to achieve your retirement goals with 95% accuracy.

College Planning / Funding

If you need help with college planning or college funding, our financial advisors in Rhinebeck can help. We use the latest formula data provided by the Federal government as it is updated each school year. Our CCPS® blueprint software drills down on each individual college, which includes expected annual costs, the net cost after expected gift aid, expected student (Stafford) and parent (PLUS) loan debt analysis, and access to financial aid strategies to help reduce the high cost of college through innovative investment, cash-flow, and debt strategies.

Tax Planningdreamstime_xxl_35321215

At Ivy Ridge Asset Management, we’ve helped hundreds of Rhinebeck residents with their tax planning. Through our affiliation with some of the best, forward-thinking CPA’s in the country we are committed to developing a plan to minimize your tax burden and maximize your success by implementing our exclusive Tax Blueprint® software technology.


Need assistance and professional guidance when it comes to your personal stocks and bonds? Our financial advisors can help you decide which stocks are appropriate for successful, long-term growth. We’re passionate about objectively guiding our clients toward their financial goals and will always be available to answer any questions you may have.

Social Security Optimization Planning

Social security optimization is absolutely essential when it comes to understanding your ability to maximize your retirement benefits. At Ivy Ridge Asset Management, we use a state-of-the-art Social Security Optimization Planning Software to help maximize your income throughout retirement. Our innovative software will allow you to view the results of different scenarios based on your financial circumstances, giving you true transparency of your financial options.

Contact Our Financial Advisors Today!