Our founding partners left top Wall Street investment firms in 2006 because they believed they discovered a better way to serve our clients as a fiduciary. Edge Capital was created to combine high touch service and sophisticated financial advice for clients with significant wealth. We provide comprehensive wealth management through custom-tailored investment portfolios, integrated with advanced financial planning and family office services supported by the coordination of our clients’ other advisors.
Our culture of teamwork and innovation continues to drive our evolution today. We have over thirty talented professionals serving a select number of clients from six physical locations. Edge Capital brings access to a global network of resources and investment partners to help our clients meet their personal, generational, and philanthropic objectives in a trusted relationship with continuity and education for the next generation of family stewards. Our client retention rate is approximately 97%, with many decade-long client relationships.
As a fiduciary, we strive to ensure our advice is always objective, and we act in our clients’ best interests. This is a necessary and integral part of building the best customized and comprehensive solutions for our clients. We are committed to helping our clients reach their goals with tailored solutions that meet their unique and individual needs.