Partnership grounded in Communication, Clarity, and Trust
About
Welcome to West Ridge Capital Management
I’m Charles Raub, founder and managing principal of West Ridge Capital. My journey in investment management began in 2008, during one of the most turbulent periods in financial history. Experiencing the global financial crisis firsthand shaped how I view the markets and reinforced the importance of thoughtful, long-term portfolio management through both prosperity and uncertainty.
At West Ridge, I believe investment management should go beyond simply building portfolios—it should empower clients through education.
In an industry filled with buzzwords, black-box strategies, and endless product offerings, investors are often left in the dark about where their money is going and why. That’s not acceptable. I started West Ridge with a different vision: to create a firm where clarity, transparency, and client understanding come first.
If you’re hiring someone to manage your wealth, it should go without saying that they’re disciplined and strategic. But too often, firms stop there—leaving clients in the dark about what’s actually happening with their money. That’s not how I operate. At West Ridge, I take the time to explain the “why” behind every decision, so you’re not only invested in a portfolio—you’re invested in the process.
Whether we’re navigating market volatility, building long-term growth strategies, or integrating alternatives into your portfolio, I’m here to make the complex simple—and to give you the knowledge and tools to make sound, informed decisions. This isn’t a one-size-fits-all process. It’s a partnership grounded in communication, clarity, and trust.
Thank you for considering West Ridge Capital Management. I look forward to helping you take the next step in your financial journey—with confidence, simplicity, and purpose.
About Me
I hold both a Bachelor of Science in Business Administration and an MBA with a concentration in Finance from the University of the Pacific, and I’ve spent over 17 years working in the investment management industry across both the public and private sectors. That time has included managing institutional portfolios at CalPERS—where I gained deep experience in asset allocation, risk analysis, and long-term strategy—and working one-on-one with individual investors at Fisher Investments, helping clients align their portfolios with their unique goals and risk profiles.
In 2024, I earned the Chartered Alternative Investment Analyst (CAIA) designation, which reflects my commitment to incorporating broader diversification tools such as private markets, hedge strategies, and real assets where appropriate. I also hold the Series 65 license, allowing me to serve as a fiduciary investment advisor—putting client interests first in every decision.
That combination of institutional insight, personalized planning, and alternative expertise is what inspired me to launch West Ridge Capital Management—a firm built to deliver clear, client-first investment management.
Outside of the office, I live in Bend, Oregon, where I enjoy spending time outdoors with my wife, two dogs and a cat. I’m also an avid lacrosse player and coach, a passion that fuels my commitment to discipline, teamwork, and continuous improvement—values I bring to both the field and my work with clients. I believe wealth should serve your life—not the other way around—and I’m passionate about helping clients feel informed, empowered, and in control of their financial future.
Why work with West Ridge?
Investing for the future is scary, many do not know where or even how to start. Vast amounts of products and services exist; many provide a complicated process that creates an “over ones head” feeling.
At West Ridge Capital Management, I’m committed to providing personalized, transparent, and effective investment strategies that align with your long-term financial goals. Whether you’re navigating market volatility or seeking growth opportunities, my mission is to equip you with the knowledge and tools you need to make confident financial decisions.
Thank you for considering West Ridge Capital Management. I look forward to the opportunity to work with you.
Financial Planning & Investment
Portfolio Management
Building out long-term portfolios based on your own personal goals and objectives
Investment Advisory
Informing to make the most appropriate decisions for your future.
Financial Planning
Craft and develop long-term plans for securing your future
News & Resources
01.27.2025 – Addressing Today’s Market Concerns with Deepseek AI and the Broader AI Landscape
West Ridge Capital Q2 2025 Newsletter
West Ridge Capital Q3 2025 Newsletter
West Ridge Capital
Charles Raub, CAIA®
Location
Bend, Oregon
Phone
(503) 388-6675