Strategic Investment Management
The investment strategy at Edge is one of value and diversification utilizing a unique blend of fixed income and equity products.
THE EDGE OF CAPITAL MARKETS EXPERIENCE
The Edge Client Experience
For the Edge Wealth client, the experience is one in which extensive money management, sector allocation, security selection and risk management skills are utilized daily as a part of our core investment process. Our process is designed to deliver peace of mind to our clients knowing the principals of the firm are invested alongside the client.
ABOUT US
Earn, Save, Invest.
Founded in 2006, our objective has always been to maximize investment returns with an emphasis on income generation, growth, and tax efficiency.
Edge Wealth by the Numbers
This refers to "regulatory assets under management" as defined under the Form ADV instructions.
Latest Monthly Investment Commentary
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Build your future with Edge Wealth.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the Edge Wealth Management’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Past performance does not guarantee future results. The receipt of personalized and tailored services, or the client’s access to financial or professional resources should not be construed as a guarantee of a particular outcome. The effectiveness and potential success of an investment management strategy depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. All investing comes with risk, including risk of loss.