About Ridgewood Investments

Ridgewood is a fee-only fiduciary firm serving high-income professionals and multi-generational families who require disciplined portfolio management and coherent long-term wealth architecture.

Trusted Partners

Meet Ridgewood Investments

About Ridgewood Investments

Our Founder, Ken, began his career on Wall Street, working on IPOs and large M&A transactions. It was an extraordinary education in markets and incentives.

But what struck him most was how compensation structures influenced behavior.
Ken founded Ridgewood to build something different — a firm designed around fiduciary duty, long-term thinking, and structural discipline.

Today, Ridgewood works with a select group of successful professionals and families across the country.

Ridgewood focuses less on forecasting markets and more on building durable frameworks that allow wealth to compound across decades.

Ridgewood manages portfolios actively, but thoughtfully. Ridgewood prioritize structure over noise. And Ridgewood design systems that reduce emotional decision-making.

Their mission is simple:

To help families govern wealth intelligently so it becomes a source of freedom, not cognitive burden.

The industry incentivizes activity. Ridgewood advocate stewardship.

If more families shift from reaction to architecture, the results compound not only financially, but generationally.

Meet The Founder Of Ridgewood Investments

Meet Kaushal "Ken" Majmudar, CFA

My parents emigrated to the United States from India with me and my little sister when I was 5 years old. Initially we settled in a small 1 bedroom apartment in Jersey City, NJ. From those humble beginnings, thanks to the educational and economic opportunities that this great country provided to me and my family, I have been blessed to work on Wall Street and eventually start my own firm to help others achieve the financial freedom and security that can come from wise investing and financial management.

In late 2002, I founded Ridgewood Investments to help others achieve the transformational results that I was able to achieve for myself and my own family using the principles of sound long-term investing that I had learned by studying what works and what doesn’t work. Our approach is based on the successful lessons taught by renowned value investors like Warren Buffett and many other great investors.

Ridgewood is committed to the success and welfare of our clients. We believe that each of our clients is a partner or a member of our extended family. Our goal for our clients is to intelligently protect and grow their savings to achieve financial freedom and security. Our approach is a turnkey, outsourced solution that allows you to hand over the time-consuming responsibilities of making difficult investment and financial decisions to a team of trustworthy experts who are watching out for your best interests.

The best way to determine whether our approach could help you transform your own results is to chat with us about your own unique situation. Our investment reviews are comprehensive and informative. Whether or not you decide to work with us, we guarantee that you will come away with some actionable ideas and strategies that you probably didn’t know about.

About The Team

Meet the Ridgewood Team

Ridgewood Investments is a privately-owned owner-managed company. As a partnership of highly experienced professionals, our structure is aligned with our focus on delivering long-term results for our clients.

Kaushal "Ken" Majmudar, CFA

Founder and Managing Partner

High Net Worth Financial Advisor New Jersey

Terrance P. McGuire

Portfolio Manager and Partner

High Net Worth Financial Advisor New Jersey

Sam Namiri

Portfolio Manager and Partner

Valerie R. Lemmon, CFA

Founder and Managing Partner

Robert Loftin

Director of Operations

Vatsal Nahata

Director of Investor Relations

High Net Worth Financial Advisor New Jersey

Dina Delmonico

Client Service Associate

Schedule Your Consultation With Ridgewood Investments

You’ve worked too hard to have fragmentation quietly erode what you built.
If your wealth feels more complex than it should…
If decisions feel heavier than they used to…
If you suspect structure matters more than another idea…
Let’s have a thoughtful conversation.

Why Us

Why Choose Ridgewood Investments?

We have an established record of building wealth through patience and experience. We help you achieve exceptional long-term investment performance through a principled approach that can succeed regardless of market conditions.

Ridgewood Investments

Other Firms

Investors We Greatly Admire

Ridgewood Hall of Fame

We are in no way associated with any of these individuals nor have any of them endorsed or approved of anything that we do or say.

Kaushal "Ken" Majmudar with John Bogle of Vanguard (May 2017)

Kaushal "Ken" Majmudar with Warren E. Buffett Chairman & CEO, Berkshire Hathaway (May 2002)

Kaushal "Ken" Majmudar with Marty Whitman of Third Avenue Management (November 2003)

Kaushal "Ken" Majmudar with Bill Ruane of Ruane, Cuniff & Co. (May 2002)

Kaushal "Ken" Majmudar with Charles Munger of Berkshire Hathaway (May 2004)

Kaushal "Ken" Majmudar with Peter Lynch of Fidelity Management & Research (November 2004)

Kaushal "Ken" Majmudar with Mario Gabelli of Gabelli Asset Management (November 2004)

Kaushal "Ken" Majmudar with Jean-Marie Eveillard of First Eagle/A. and S. Bleichroeder (November 2004)

Kaushal "Ken" Majmudar with Bill Miller of Legg Mason Capital Management (October 2004)

Kaushal "Ken" Majmudar with Joel Greenblatt of Gotham Capital (May 2004)

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Ridgewood is a fee-only fiduciary firm serving high-income professionals and multi-generational families who require disciplined portfolio management and coherent long-term wealth architecture.

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