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The RidgeWorth Advantage

RidgeWorth Investments offers investors a collection of asset management boutiques that deliver quality investment management across the spectrum of equity and fixed income styles. We are committed to meeting the needs of investors and strive to deliver successful investment solutions.


Jim: The mission of RidgeWorth is to earn and maintain the investment confidence of our clients, simply put.  We think that’s achieved, one of the ways, is through our structure.  RidgeWorth is an institutional holding company.  And what we do is then allow the boutiques that we own to focus solely on what they do best, managing money.

Julia: [00:00:20] I think the biggest differentiation for any form of why you choose what coming to work with is finding the company that you can trust.  And investors trust RidgeWorth because of the stability that we’ve provided in allowing our investment professionals to focus on managing money and focus on their investment disciplines or strategies, what they do best, being entrepreneurial, while providing very strong, robust compliance, operations, trading and technology infrastructure.

Jim: [00:00:47] We want to instill that culture of investment excellence if we can.  And so doing so, we will do the managing of the physical plant, the lights, the phones.  We’ll do the administration, the compliance, the sales and distribution, anything we can that allows them to get closer to the client and do what they do best.  And that’s buying and selling securities to help the clients meet their needs.

Julia: [00:01:10] Investors can expect to get what they’re investing in.  So depending on whatever strategy they are looking for, they can expect that they’re going to have investment professionals that are dedicated and focused on getting them the best investment returns that they can, depending on their discipline.

Jim: [00:01:24] We have investment groups that go back close to 20 years.  And what we do at RidgeWorth is really provide the overarching infrastructure, and how that has transformed is that we’ve gone from being owned by a regional southeast bank to be an employee owned, shareholder-centric independent asset manager. That has been transformational for us, because what we think we’ve done here is that in our transformation we’ve aligned the shareholder, the end investor, with our employees and with our shareholders or our stakeholders.  And we think that’s the winning combination that sets us apart.

DISCLOSURES: All investments involve risk. Comments and general market related projections are based on information available at the time, are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for individual investing purposes. Information provided is general and educational in nature, provided as general guidance on the subject covered and is not intended to be authoritative. All information contained herein is believed to be correct but accuracy cannot be guaranteed. This information may coincide or conflict with activities of the portfolio managers. It is not intended to be and should not be construed as investment, legal, estate planning or tax advice. RidgeWorth does not provide legal, estate planning, or tax advice. © 2016 RidgeWorth Investments. All rights reserved. RidgeWorth Investments is the trade name for RidgeWorth Capital Management LLC, an investment adviser registered with the SEC and the adviser to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the adviser. All third party marks are the property of their respective owners.

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