Private Clients
Executives, entrepreneurs, and multigenerational families with $2 million or more in investable assets seeking disciplined planning and tax-aware portfolio design.
Steady Guidance for Changing Markets
Since 2006, Apple Ridge Capital has helped affluent families, business owners, and mission-driven institutions translate long-term goals into confident action. With $3.8 billion in assets under management as of December 31, 2023, we blend institutional-grade research with boutique-level care from our headquarters in Denver, Colorado.
- 96% client retention over the past five years
- Average advisor tenure of 14 years
- Investment committee monitoring risk daily across 11 global asset classes
- Quarterly strategy briefings and on-demand access to your advisory team
“Our promise is simple: know your goals, commit to disciplined execution, and steward every dollar with the same care as if it were our own.” — Elena Whitford, CFA, Founder & CEO
Who We Serve
Institutions
Endowments, foundations, and corporate retirement plans requiring an experienced fiduciary partner for policy governance, manager selection, and performance oversight.
Family Offices
Complex households looking to coordinate investment strategy, liquidity, and legacy planning across entities, trusts, and philanthropic priorities.
By the Numbers
$3.8B
Regulatory assets under management as of 12/31/2023.
460
Client families supported with tailored wealth strategies.
18
Institutional relationships across the U.S. spanning nonprofit and corporate mandates.
14 yrs
Average tenure of senior advisors, ensuring continuity for long-term plans.