Investment Management

Institutional-Caliber Portfolio Management

Institutional Investment Strategies Designed Around Your Goals

At Flintridge Private Wealth, we build customized institutional grade investment portfolios designed to support your long-term financial goals. We specialize in using options to create defined outcomes and utilize private alternatives to decorrelate from public markets. Our disciplined approach focuses on balancing growth, risk management, and tax efficiency while keeping your investment strategy aligned with your overall financial plan.

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Forbes Best-In-State Wealth Advisor

2024, 2025, 2026

Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.

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Five Star Wealth Manager

2025, 2026

Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.

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#2 on Barron's as Top 100 RIA Firms

2026

Barron’s rankings awarded in September 2026 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn More.

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#8 on Forbes as America’s Top RIA Firms

2025

Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.

Flintridge Private Wealth is a fee-only fiduciary advisory firm.

Managed With Intention

Markets Move. Your Plan Doesn't Have to Scramble.

Every headline doesn't need a reaction from your portfolio. We build in enough structure up front — diversification, a defined process for rebalancing, a clear read on your risk tolerance — so day-to-day noise doesn't require day-to-day decisions from you. That's the point of having a strategy: most of the hard thinking happens before the market moves, not during it.

How We're Different

Built to Work Together, Not in Isolation

Plenty of advisors will manage a portfolio for you. Fewer will tell you how that portfolio actually fits with your taxes, your estate plan, and the rest of your financial life. Working with Flintridge Private Wealth, here's what's actually built into the process:

● Your portfolio decisions get checked against your tax situation before they're made, not after

● Rebalancing happens on a schedule, not a hunch

● Alternative strategies are considered alongside traditional holdings, not bolted on separately

● You get a real answer when markets move, not a form letter

● Every recommendation ties back to the plan, not just the account

Our objective is to help you stay focused on what matters most while avoiding emotional decision-making that can derail long-term success.

Advice Designed Around Your Best Interests

As fiduciary financial advisors, we are committed to putting our clients first.

Our investment recommendations are designed to support your unique objectives, not sales quotas or product incentives. Every portfolio is built with the goal of helping you pursue long-term financial success through disciplined planning and ongoing guidance.

Through a combination of professional portfolio management, strategic asset allocation, and comprehensive financial planning, we help clients navigate changing markets with greater confidence and clarity.

Investment Management Services

How We Approach Investing

Our investment philosophy comes down to three things: preserve capital, grow it, and avoid big losses. We give clients access to investment opportunities and alternative strategies typically reserved for large family offices and institutional endowments. By thoughtfully incorporating alternatives alongside traditional investments, we create differentiated sources of return, improve diversification, manage downside risk, and open up return sources beyond the public markets.

Capital preservation comes first

Before chasing return, we look at what could go wrong. Downside risk is managed deliberately, not treated as an afterthought.

Growth through diversification that goes beyond stocks and bonds

Alongside traditional investments, we incorporate carefully selected alternative strategies — the kind typically reserved for family offices and institutional endowments — to create return sources that don't all move together.

Avoiding big losses matters more than chasing every gain

A portfolio that avoids large drawdowns compounds better over time than one that swings for the highest return in good years.

A Broader Set of Tools

Our size and relationships allow us to consider a wider range of investment strategies as part of your plan, including options that aren’t always part of a typical retail investment lineup.

Office Location

Visit Our Pasadena Office

Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.

Pasadena Office

Flintridge Private Wealth

251 South Lake Avenue

Suite 800

Pasadena, CA 91101

Mon - Fri: 9:00 AM to 5:00 PM

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

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