Introducing Current

Built for where you’re going next.

An advisor-owned partnership from Csenge Advisory Group and The Ridgeback Group: momentum and support behind you, ownership and independence still yours.

Move with the current, not against it.
Csenge Advisory Group and The Ridgeback Group
$4B+
Assets Under ManagementAs of 3/31/2025
13+
Integrated Technologies
4
Institutional Custodians
Open
Architecture Platform
What is Current?

Movement, momentum, and an invisible force.

Current is the boutique asset management platform advisors have been waiting for, uniting institutional investment expertise, best-in-class technology, and open-architecture flexibility with the freedom to build your business your way.

Current is a natural position along a path that carries you further with less effort.

We were tired of navigating against the current of a broken wealth management system: complicated broker-dealers, unnecessary friction, and platforms that made growth harder instead of easier. So we changed it.

Csenge and Ridgeback partnered to create Current: a new kind of RIA and broker-dealer partnership built to help independent advisors move forward with momentum and support behind them.

Like ocean currents powered by unseen forces beneath the surface, Current is built on alignment, shared strength, and the collective support advisors need to move their business forward, with a personalized plan to scale on your own terms.

Not included: unnecessary platforms, hidden fees, or painful backend support experiences.

Our mission is simple: preserve and grow our clients’ wealth with discipline, transparency, and unwavering fiduciary duty.
Eric Caisse, Chief Investment Officer Eric Caisse, CFP®, CFA®, CMT®Chief Investment Officer
The problem

Too many advisors are fighting upstream.

As private equity and consolidators reshape the industry, the focus too often shifts away from the relationships that built the business in the first place.

Rigid broker-dealers

Centralized decision-making and shifting firm priorities that pull you off course.

High-cost RIAs

Pricing models built for the platform, not for the flow and needs of your business.

Disconnected systems

Friction and red tape that slow progress and take time away from clients.

The platform

Institutional capability. Boutique service. Advisor independence.

Current unites institutional investment expertise, best-in-class technology, and open-architecture flexibility, built around four capabilities that work the way you do.

Technology

Enterprise technology. Seamless experience.

Current unifies more than thirteen best-in-class technologies into a single, integrated platform that streamlines every aspect of your practice.

  • CRM
  • Compliance
  • Financial Planning
  • Document Management
  • Performance Reporting
  • Digital Account Opening
  • Trading & Rebalancing
  • Risk Assessment
  • Portfolio Accounting
  • Client Communication
  • Client Portal
  • Advisor Analytics
  • Workflow Automation
  • and more
One platform. Less friction. More time for what matters.

Bespoke Asset Management

Institutional expertise. Personalized solutions.

A dedicated investment team led by Eric Caisse (CFP®, CFA®, CMT®), Chief Investment Officer, combines deep experience, rigorous research, and disciplined risk management to seek consistent, risk-adjusted returns, across $4B+ in assets under management.

Tactical Asset AllocationDaily Risk ManagementManager ResearchInvestment Committee OversightAlternatives & Custom Solutions
The Csenge difference: fiduciary, disciplined, focused on you.

Multi-Custodian

Flexibility to work the way you want.

Choose the custodian that best fits your business and your clients. Current is fully integrated with the industry’s leading custodians.

Pershing · BNY MellonCharles SchwabFidelityAxos Advisor Services
Your clients. Your relationships. Your choice.

Open Architecture

Ideas over products. Solutions over limitations.

We are product-agnostic and investment-agnostic. Our open-architecture platform gives you access to the best ideas and solutions, globally.

Active & Passive StrategiesAlternative InvestmentsPrivate MarketsHedging SolutionsTax-Efficient InvestingCustom Model Portfolios
We recommend investments because they’re appropriate, not because they’re proprietary.

Plus flexible pricing, a true firm-owned mindset, and the Current Drivers community shaping the network’s direction.

One ecosystem

Two value engines behind your firm.

Current brings together two teams who have lived the advisor experience firsthand, combining an established RIA with a full-service broker-dealer.

Csenge Advisory Group

25-year established RIA
  • Custodian agnostic: choose from multiple custodians
  • Investment sophistication and proprietary technology & modeling
  • Warrant and tag-along program
  • Dedicated transition team for seamless onboarding

The Ridgeback Group

Growth-stage distribution platform
  • Deep insurance heritage
  • Full-service broker-dealer
  • Personalized compliance and boutique access
  • Vesting equity access throughout the corporate structure
Through warrant and tag-along rights in an established RIA, and vesting equity in a growth-stage distribution platform, your firm benefits from two balance sheets and two enterprise values, from a single source of production.
The shared-equity model

Build enterprise value in three places at once.

While we help you do more of your own business, you’re building not just one but multiple sources of enterprise value: your own firm, plus an ownership stake in both organizations behind Current.

The “Double Dip” advantage
Csenge Advisory Group  +  The Ridgeback Group
Warrants & Tag-Along Rights · Vesting Equity
Wealth ManagementAsset Management Advisor NetworkCustodians

Ready to stop fighting upstream?

Experience a better RIA–BD partnership, one built on alignment, ownership, and the collective strength to move your business forward.

Learn More About Current