Dear Fellow Investor,
Sometimes, the most potent lessons start in the most humble places.
I was just five years old when my family emigrated to the United States from India. And from our one-bedroom apartment in Jersey City, I watched my parents build a new life through patience, discipline, and determination.
America gave me (and continues to give me) incredible opportunities.
Through education and hard work, I found myself on Wall Street, managing institutional finances and learning firsthand how the biggest players protect and grow their wealth.
However, my fundamental transformation began when I discovered the teachings of history’s greatest investors.
Reading Warren Buffett’s letters was just the start. I immersed myself in the wisdom of legendary investors like John Bogle, Philip Fisher, and Peter Lynch and even met a few of them in person. Their proven principles showed me that true wealth isn’t built only through complex trading strategies or market timing. It’s built through intelligent investing, applied with discipline and consistency.
I put these principles to work for the people I cared about most first – my parents.
Using what I’d learned from these investing masters, I helped them build true financial security, ensuring they would have more than a comfortable retirement. Their transformation showed me the real impact of these investment principles when applied correctly.
This success fueled a bigger mission.
In 2002, I founded Ridgewood Investments to help other successful investors and families achieve reliable and significant growth. I wanted to share what I’d learned about how the world’s greatest investors really build and preserve wealth.
But what makes me proudest isn’t the amount we manage – it’s seeing our clients achieve the same kind of legacy and security I helped create for my own family. It’s my way of giving back to the country that gave me so much opportunity.
If you’re ready to discover how these proven investment principles can transform your wealth, let’s have a focused conversation.
Yours in long-term wealth building,
Ken Majmudar, CFA Founder, Ridgewood Investments
→ Share your background and experience
→ Discuss your family's financial goals
→ Understand your investment journey
→ What's prompted you to think about changes
→ Your experiences with investments and advisors
→ Current challenges and opportunities
→ Your ideal investment scenario
→ Long-term wealth preservation goals
→ Legacy planning considerations
→ Learn about our value investing approach
→ Discuss potential alignment
→ Determine clear next steps
Remember: This conversation is about determining whether our approach to building lasting wealth—focused on quality businesses and long-term compound thinking—aligns with your goals.
If it does, we can explore working together. If not, you’ll still gain valuable insights about wealth preservation.
Your information is secure and will never be shared. Our confidentiality agreement protects all consultations.