Category: News & Press
12 posts categorized as "News & Press"
Edge Capital Group Annual Managing Partner Letter
December 16, 2020
December 16, 2020 Dear Clients, This has been a challenging and unusual year for many. Perhaps you are as eager as we are to put…
Edge Capital Group Named to Barron’s 2020 Top 100 RIA Firms List
September 24, 2020
Edge Capital Group is pleased to announce it has been named to Barron’s 2020 Top 100 RIA Firms list. ATLANTA, Sept. 24, 2020 /PRNewswire/ —…
Edge Capital Group Named to 2020 FT 300 and FA Magazine’s 2020 RIA List
August 12, 2020
ATLANTA, Aug. 12, 2020 /PRNewswire/ — Edge Capital Group is pleased to announce it has been named to the 2020 Financial Times (FT) 300: Top Registered Investment Advisers….
Edge Commitment to Community and Diversity
June 29, 2020
In a June 29, 2020 letter to our valued clients, Edge Capital’s Managing Partner, Harry Jones, wrote the following: Edge has a voice and we…
Edge Capital Partners Promotes Two Executives to Partner
May 22, 2018
ATLANTA and DALLAS, May 22, 2018 /PRNewswire/ — Edge Capital Partners (“Edge”), a leading independent wealth management firm devoted exclusively to individuals, families, and institutions…
Blue Current Global Dividend Fund celebrates 3rd anniversary with Lipper Leader rating
November 03, 2017
ATLANTA, November 1, 2017 – The Blue Current Global Dividend Fund (NASDAQ: BCGDX) (“Fund”) announced the Fund received a Lipper Leader rating, the fund achieved…
Client Recruiting Among Dallas Wealth Advisors ‘FIERCE’ as Firm Builds Local Office
May 30, 2017
When a local family recently sold its publicly traded oil and gas company, they shunned the typical Wall Street houses and went with an independent wealth…
Edge Capital Promotes Three Executives to Partner, Significantly Expanding Footprint in Texas
April 10, 2017
ATLANTA and DALLAS, April 10, 2017 /PRNewswire/ — Edge Capital Partners, an independent investment advisory firm with approximately $3 billion in assets under management, today…
Glenmore Advisors Joins Forces With Edge Capital Partners
October 31, 2014
Atlanta, Charlotte, Dallas, Houston—Edge Capital Partners, LLC and Glenmore Advisors, LLC, both headquartered in Atlanta, announced the recent completion of a deal which combines the…
Edge Capital Launches Blue Current Global Dividend Fund
October 10, 2014
ATLANTA, GA–OCTOBER 8, 2014–Edge Capital Partners, an independent investment advisory firm with approximately $2.5 billion in assets under management, today announced the launch of the…
Fed’s Pedal to the Metal
August 28, 2013
Edge Capital’s William Skeean tells CNBC that the bounceback in a lot of sectors have been more rate-sensitive given a change in expectation for yields over the past several weeks.
Growing Cash Flow
May 13, 2013
Edge Capital’s Will Skeean was featured on CNBC on May 13, 2013. The topic of conversation was how investors need to take a long term…