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 two firms into one team under Edge Capital Partners. Glenmore has a five-year history of providing high-quality financial advisory services to families of significant wealth throughout the U.S. The firm and its employees provide objective advice in creating and delivering highly tailored and unique investment solutions for institutions and families.
“Bringing the entire Glenmore team on board at Edge will greatly enhance, strengthen, and complement our existing investment management offering. We have known William deButts for many years and have worked closely with him in the past. He has built a terrific firm that shares the same values as Edge, focusing on clients to help them realize their goals through a collaborative team effort. Stephen Halkos, who has been Director of Research at Glenmore, will also add to the depth of our research and portfolio management capabilities. We’re pleased to have William and the rest of the Glenmore associates join our team,” said Harry Jones, co-Managing Partner of Edge Capital.
“We believe that tapping into the depth of resources available within Edge’s organization and adding our brand and depth of experience in the investment management arena is truly a win-win that will foster continued growth, expand unique opportunities for our people, and allow us to better serve our collective clients,” added William deButts, Glenmore Advisors’ founder.
The expanded team at Edge Capital Partners will utilize their increased collective resources to meet the needs of their clients.
About Edge Capital Partners, LLC
Edge Capital Partners is an independent, employee-owned firm whose team takes a collaborative approach in helping clients realize their goals. Edge’s investment management practice, through offices in Atlanta, Charlotte, Dallas, and Houston, manages approximately $2.5 billion in assets for individuals, families, foundations, and other institutions with flexible and responsive investment strategies across a broad range of asset classes. For more information, please visit www.edgecappartners.com.
About GlenmoreAdvisors, LLC
Glenmore Advisors is a Registered Investment Advisor (RIA) dedicated to providing investment advisory and commercial family-office services to high net worth individuals, family offices, and foundations. The firm will assist with investment management and administrative services, as well as the creation and implementation of generational wealth planning strategies from an objective, open, and independent platform. For more information, please visit www.glenmoreadvisors.com.