Our objective is to prudently maximize investment returns, seeking long-term growth and capital preservation. As a rule, our Principals at Edge invest in the same strategies and themes as those of our clients.
While our investment philosophy remains consistent, its execution is flexible as the landscape changes. We strategically allocate capital across asset classes and industries based on prevailing opportunities. We have a low turnover methodology that seeks to minimize taxes.
We have a team approach to laying out our investing process and strategy with a bottom-up as well as a top-down view on the markets and the economy. Extensive due diligence is undertaken in order to identify the perceived fundamental value of each investment.
Thus, we aim to identify sustainable cyclical and secular investment trends. We seek to allocate capital to industries with secular growth prospects. We have a strategic preference for large-cap industry leaders that have long-term track records, strong balance sheets, steady dividend growth and high returns on capital. Our valuation methodology utilizes a mix of quantitative and absolute valuation tools.
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. All investing comes with risk, including risk of loss. 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.
