Boutique Service | Institutional Power
Our Story
The growing trend of Family Offices, RIA's, and Boutique Wealth Managers seeking to attract high-caliber investment professionals continues to be on the rise. The challenge many small firms are facing is matching the operational, analytical and technological manpower of their well-funded institutional counterparts.
Our founder found himself facing this exact scenario after joining a mid-size Multi Family Office with a newly hired CIO looking to expand its client base and optimize operational efficiency.
Our clients can now leverage our years of experience through our shared service offering. As a Ridgeway Lane partner, you can quickly access a fully developed and extensively tested platform, designed and managed by industry experts, all at a predictable cost.
The genesis for what would become Ridgeway Lane was developed through the real world experience of sitting in the very seat our clients occupy and answering many difficult questions:
What is the best software to use?
Who will design and maintain a new system?
How do I implement it with limited bandwidth and expertise?
Will I lose critical functionality?
How much will it actually cost?
What are the risks to my business?
Meet the Team
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Brendan Levesque
Founder & CEO
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Grant Carlson
Investment Operations Analyst
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Greg Rogers
Implementations & Data Specialist
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Alec Sole
Director of Client Solutions
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Alex Buccino
Investment Data Analyst