2024 Q3 Quarterly Outlook

 

Click here to read the full Edge Capital 2024 Q3 Outlook.

Points of View 

We stress the importance of having a long-term perspective in moments such as today. Being able to analyze the current market environment from various points of view will be critical to finding new investment opportunities. 

It’s in times like today when seeing things from different points of view becomes critical. With short-term interest rates still elevated and valuations stretched for parts of the market, we would expand the opportunity set to achieve excess returns.   

 

If you have questions do not hesitate to reach out to your Edge Advisor.

Scroll to Top

You can now find 
Edge Capital Group at


SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

Welcome to our new Firm!