SECURITY SELECTION

The Influence of “Value”

Founder and Chief Investment Strategist Ryan A. Green draws inspiration from Warren Buffett and Benjamin Graham’s timeless Value Investing philosophy. Influenced by his father—a 40-year Economics and Political Science professor—Ryan developed a Top-Down Analytical Approach that blends macroeconomic insight with fundamental company research.

At Sky Ridge Wealth Management, we believe there is a time to emphasize stocks or bonds based on relative valuations and market conditions.

Our Process
Top-Down Analysis: From global trends to individual securities.

1.    Quality Focus: Companies with consistent dividend growth, strong cash flows, and durable competitive advantages.

2.    Growth Perspective: Selective exposure to large-cap growth leaders with superior management and scale advantages.

3.    Dynamic Allocation: Adjusting equity, bond, and cash levels in response to market cycles, valuations, and risk conditions.