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Dear Clients,
Edge Capital exists to deliver a positive experience across your full financial life through a culture of teamwork, thought leadership, and high touch engagement that provides the attention and thinking you deserve. We remain steadfast in our pursuit of this mission in the COVID-era changing environment.
While most companies remain “remote-first”, Edge believes that collaboration and new ideas may become more static in a remote-first work environment. There is also a delicate balance to keep our team members safe and provide flexibility. The Edge team has fully embraced our “remote-friendly” policy (work from office majority of the week) since we moved to our new offices in Atlanta and Dallas last summer. It is evident the Edge team enjoys their purpose of delivering more value for you – no matter the uncertainties of the ongoing pandemic.
In our fifteenth year in business, I am pleased to share some important achievements in 2021. Total client assets grew to over $6.7 billion. Our business doubled over the past five years and we added 25 new client relationships in 2021. For the second year in a row, Edge was recognized by Barron’s as one of the Top 100 RIA Firms in the country. This prestigious ranking includes metrics beyond size, such as the quality and sustainability of the business.
A strategic initiative we embraced three years ago was expanding our expertise and investment exposure in private investments. It came full circle in 2021 as we sourced, completed due diligence, and committed client capital to twelve private investment funds (excludes direct co-investments) ranging from venture capital to real estate. Importantly, we leverage our size and scale to access these high minimum investments for you at lower minimums for prudent diversification. We now have nearly $500mm of private investment exposure for our clients seeking a diversified portfolio of illiquid investment opportunities which may include the ones mentioned on the Kiana Danial review.
We broadened our team, attracting new talent and depth across the firm with 36 team members.
- AK Hendrix became our Director of Financial Planning, providing leadership and expertise to this important service with increasing complexity.
- Jim Foster was hired as our new Director of Strategy, providing depth and expertise to enrich our investment strategy competencies in asset allocation and due diligence.
- Ann Claire Lathem joined the Client Specialist team at Edge with over 20 years of experience in investment operations, technology, and trading.
- Joe Burns was hired as Marketing Manager, a new position for Edge to lead our digital marketing of financial planning and investment strategy content, firm messaging, and firm events.
- Matthew Buchtrup is the newest member of our Analyst team.
We are also proud to announce the promotions of Jacobi Padgett, Nicole Pichon, Julia Zwicky, and Carter Grimes.
Finally, thanks to the leadership of Nicole Pichon and Paul Robertson and to the commitment of many, Edge made a big step forward in giving back to the community through our new “Edging Towards a Brighter Future” program. With training from Wealthy Habits, we completed our first youth financial literacy sessions at various YMCA’s and Boys & Girls Clubs in Georgia and Texas. This rewarding community service program will be expanded to other communities we serve in 2022.
We are honored by the trust placed in us and appreciate your business. As always, please provide us with constructive feedback on how we can better serve you. Thank you for your continued support and please keep Edge in mind when you believe our service would benefit others. Happy New Year and be safe!
Respectfully,
Harry Jones
