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Ridgeworth
 


Detailed Company Profile

 

The RidgeWorth network is a collection of institutional asset management boutiques, each with a well-defined, proven approach and all with unwavering commitments to exceptional performance. Through our multiple, style-specific boutiques we offer a wide range of equity and fixed income investment disciplines in a package that makes the most sense for each client.

RidgeWorth and its boutiques have roots that extend back, in some cases, more than two decades. We primarily serve institutional investors - including for-profit and not-for-profit organizations - and institutional investment consultants and financial intermediaries.

Attract and retain plan sponsor clients

RidgeWorth Investments is pleased to offer two interactive tools in its suite of materials for the retirement plan adviser.

The plan design and fee benchmarking tools allow you to:

  • Select questions to highlight focus areas
  • Add your comments to the client’s report
  • Customize the report with your logo
  • Review the exception report and talking points

Visit www.planadvisortools.com for more resources.

 
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Efficient Advisor

This suite of materials shows advisors how to leverage technology tools to maximize productivity and spend more time on revenue-generating activities.

Visit www.efficient-advisor.com to learn more.

 
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Disclosures

All investments involve risk. Information provided is general and educational in nature. 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. Laws of a specific state or laws relevant to a particular situation or pensions in general may affect the applicability, accuracy, or completeness of this information. Federal and state laws and regulations are complex and are subject to change. Consult with an attorney or a tax or financial advisor regarding your specific legal, tax, estate planning, or financial situation.

An investor should consider the fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the RidgeWorth Funds can be found in the fund’s prospectus. To obtain a prospectus, please call 1-888-784-3863 or visit www.ridgeworth.com. Please read the prospectus carefully before investing.

©2011 RidgeWorth Investments. RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., an investment advisor 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.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

 
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FOR FINANCIAL PROFESSIONAL USE ONLY

Contacts

Wholesaler Team
Toll-Free Hotline

866.595.2470

SOUTHERN CALIFORNIA

Brandon Shea
Managing Director
DCIO National Sales Manager
C.310.502.0802
brandon.shea@ridgeworth.com
Internal:Zaac Cook
Ext. 7623

WEST

Steve Bendrick
C.303.710.9549
steve.bendrick@ridgeworth.com
Internal: Zaac Cook
Ext. 7623

MIDWEST

Jennifer Brockwell
C.512.318.9230
jennifer.brockwell@ridgeworth.com
Internal: Dara Day
Ext. 7624

NORTHEAST

Bill Laplante
C.508.272.5149
bill.laplante@ridgeworth.com
Internal: Joon Yi
Ext. 7629

MID-ATLANTIC

Charlie Brennan
C.404.556.4766
charlie.brennan@ridgeworth.com
Internal: Kim Long
Ext. 7613

SOUTHEAST

Matt Tollison
C.404.606.3166
matt.tollison@ridgeworth.com
Internal: James Kish
Ext. 7625

Territory Map


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