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What We Do


At Edge Capital, we focus on our clients, helping them reach their goals through the effective management of their assets. We focus on our team members, continually reinvesting in their pursuit of excellence and promoting a collegial work environment. Finally, we focus on our communities, actively participating in civic and philanthropic institutions that improve human welfare.


Edge - What We Do


We pledge to adhere to the highest ethical and professional standards and to be transparent with you.

Edge - What We Do


We pledge to collaborate as your partner, understand your circumstances, focus on your goals, and provide objective advice.

Edge - What We Do


We pledge to evaluate your circumstances carefully from a variety of perspectives using in-depth research and to apply prudent judgment honed through years of experience.

Edge - What We Do


We pledge to effectively safeguard and promote your long-term interests so you can devote your time to what you do best.


Edge Gears


We strive to make investing with Edge easy.

Working on behalf of our clients, we invest globally across asset classes and investment structures. We build customized portfolios to fit the specific requirements of our clients paying particular attention to risk.

We provide outstanding service and scale. Our Team’s diversified experience gives us a unique ability to handle exceptional circumstances.

Edge Investment Philosophy


At Edge, we are long-term focused and valuation driven in our investment philosophy. We look globally across all asset classes to selectively implement portfolios and adapt to the ever changing world as well as our client needs. Below are basic principles which drive every investment decision we make.

Asset Allocation Matters

Asset allocation is the most important aspect of portfolio construction. A disciplined and strategic approach offers the best opportunity to achieve a client’s long-term investment objectives.

Focus on Fundamentals

We focus on fundamental investing with a long-term perspective. Our investment process takes a forward-looking strategic view driven by valuation and the academic principles of correlation, capital asset pricing, and efficient frontier analysis. Portfolios incorporate indexation for efficient asset classes and active management where there is confidence in its success.

Manage Risk

We take a goals-oriented approach to assessing each client’s tolerance to risk in its various forms. To reduce risk, we monitor and rebalance portfolios regularly and construct a forward-looking tactical overlay over intermediate time frames to take advantage of temporary market dislocations.

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Corporate Headquarters (Atlanta)
1380 West Paces Ferry Road
Suite 1000
Atlanta, GA 30327  

Main Phone:  404-890-7707

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