Investment Methodology

Tired of hearing the same investment advice:  Buy and Hold.  Buy Low, Sell High.  Diversify using Strategic Asset Allocation.  Sound familiar?  The principals of Ridgecrest Capital have a different philosophy:  "Winning by Not Losing".  In sports, many experts agree that defense wins championships.  At Ridgecrest Capital, we manage investments the same way.  Defensively.

 The Principals* of Ridgecrest Capital utilize a proprietary model for investment selection through Royal Alliance Associates Inc.  Model inputs include both technical and fundamental research and emphasizes those companies that are showing positive relative strength and improving fundamentals.

When you invest, we make sure you have a plan of when to sell.  Without one, large losses can have an adverse material impact on whether you meet your financial goals, be they Retirement,  College Funding, or something else.  

At Ridgecrest Capital, our Mission is:

To respond effectively to our clients' needs, goals, and aspirations by providing what we feel are more suitable financial recommendations, products, and services.

*Securities and investment advisory services offered through Royal Alliance Associates member FINRA/SIPC and a registered investment advisor. Ridgecrest capital is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.

Analysis and resulting conclusions and observations are based upon historical patterns.  It logically follows that historical precedent does not guarantee future results. Conclusions expressed in the TA section are personal opinions; and may not be construed as recommendations to buy or sell anything.