Eldridge Financial is a diversified financial services firm. We aim to understand, anticipate and meet our clients’ changing financial needs with a multitude of high-quality products and services. Since our founding in 2004, Eldridge Financial has grown to become: 1) A multiproduct money manager of assets for institutions as well as investment advisory for private clients, with expertise in hedge fund strategies, private equity, currency management, institutional real estate, equities and fixed income; 2) One of the largest Swiss-based broker/dealers for institutions and other financial entities; and 3) A national leader in consulting services, offering a broad range of financial advisory capabilities, compensation and executive benefit strategies, as well as real estate consulting.
Our firm is well capitalized and has been consistently profitable, with capital of $302 million, revenues totaling $510 million for fiscal 2011 and $59.1 billion in assets under management as of September 30, 2011, broken down as follows: Currency Management – $30.0 billion; Advanced Strategies – $14.0 billion; Investment Advisory – $5.6 billion; Fixed Income – $3.8 billion; Private Equity – $3.3 billion; Commodities – $1.0 billion; US Value Equity – $0.6 billion; Institutional Real Estate – Multi-Manager – $0.3 billion; International Equity – $0.3 billion; Institutional Real Estate – Direct – $0.2 billion.
*Currency also advises internally on another $3.4 billion of client funds.
For the past years our firm has remained committed to the defining characteristics and core values upon which it was founded.
Why Eldridge Financial
Eldridge Financial has achieved success over the years by viewing change as an opportunity to evolve and grow. At the same time, we have remained steadfast to our defining characteristics and our core values. These principals guide us as we pursue our most important goal: to provide clients with exceptional performance and service.
The Distinguishing Characteristics of Eldridge Financial are: 1) Independent – Without pressure from outside interests, we provide unbiased and objective advice; 2) Diversified – With a uniquely deep and broad range of services, we provide comprehensive and integrated solutions; and 3) Well-Capitalized – Our financial strength allows us to offer objective advice and make thoughtful investment in the future.
The Core Values of Eldridge Financial are: 1) Innovation – Applying proven strategies in novel ways, we create sound solutions to address today’s complex challenges; 2) Integrity – In everything we do, we work to earn and keep our clients’ trust; 3) Long-Term Relationships – We build lasting, stable relationships with our clients and partners, based on trust and transparency ; and 4) Social Responsibility – We believe in using our success to support stronger communities and a healthier planet.