Sam Namiri

About Sam Namiri

I focus on managing Ridgewood\'s SmallCap Investment Fund.In addition, I help high income professionals and entrepreneurs optimize complex investment and financial decisions so they can:* Intelligently grow their wealth * Avoid unnecessary risk * Achieve financial freedom more efficientlyHOW WE ARE DIFFERENT:We focus on educating not selling - the majority of our clients find us through word of mouth referrals from trusted sources. We \"eat our own cooking\" by investing our own money alongside our clients in the same strategies that we utilize for them.We are a FEE-ONLY fiduciary advisor - we do not accept commissions of any kind to avoid conflicts of interestWE ACCOMPLISH THIS BY* Implementing custom investment & planning strategies * Supervising portfolios of high quality investments * Identifying strategies to minimize taxes * Establishing growing passive income streams * Avoiding unnecessary financial risks and trapsWHY IT WORKS:As a Columbia and UC Berkeley educated former Hedge Fund Analyst and Small Business Entrepreneur, it is my mission and passion to excel in investment analysis, investment research, portfolio construction, business analysis and financial optimization. I use over 15 years of study and experience to deliver life changing results for our clients.OTHER DIFFERENTIATORS:* Rigorous Independent thinking and in-house analysis of investment opportunities * Extensive research from primary sources and company visits * Taking a longer-term view* Following proven principles (value, margin of safety, quality)* Access to attractive off-market opportunities (income producing commercial real estate, private interest generating secured loans and even profitable private companies)WHO WE WORK WITH:If you or anyone you know is a high income professional or business owner interested in growing their wealth and freedom intelligently - let’s talk about how we can accelerate your goals! If you are an expert serving affluent families or investors - such as an accountant, attorney or wealth planner - be our strategic partner! Ask us about our team based approach to partnering with you to help you 5x your value to your clients.WHAT TO DO NEXT:Reach out to me by messaging me here on LinkedIn for a 15-minute introductory call or go to https://meetings.hubspot.com/sam468 to schedule it right away on my calendar

Experience

1. Partner and Portfolio Manager

   Ridgewood Investments

   Jan 2018 — Present · Beverly Hills, CA, US

   Provide financial planning and investment advice for high net worth individuals which include entrepreneurs, business owners, corporate executives, doctors, dentists, and lawyers.Co-manage the Ridgewood Select Value Fund focusing on small and micro-cap value investing.Offer clients a path to exceptional results grounded in value based investment strategies and financial advice for long-term investors

Education

• University of California, Berkeley

  B.S., Industrial Engineering and Operations Research

  2001 — 2005

• Columbia Business School

  MBA

  2011 — 2012

• University of California, Berkeley, Haas School of Business

  Minor in Business Administration

  2001 — 2005

Skills

• Operations Management
• Value Investing
• Financial Modeling
• Real Estate Investment
• Research
• Equity Trading
• Corporate Finance
• Stock Picking
• Equity Research
• Competitive Analysis
• Real Estate Economics
• Valuation
• Finance
• Stochastic Processes
• Investment Properties
• Due Diligence
• Hedge Funds
• Private Equity
• Management
• Investments
• Fundamental Research
• Investment Management
• Financial Analysis
• Equities
• Real Estate Finance
• Business Strategy