INVESTMENT MANAGEMENT
Your Mission is
Our Guidepost
When you work with Edge, you’ll work with a multidisciplinary team of advisors whose keen insights and professional expertise will guide you through every aspect of your financial journey. Your portfolio will be crafted with objectivity and informed by an unmatched tactical understanding of achieving wealth management success.
Advice-Driven Approach
Professional analysis and unbundled advice on investment opportunities regardless of their source
Custom Tailored Solutions
Portfolio design and management using active, index-based, and illiquid investments according to client-specific goals and market conditions
Tax Efficient Transition
Ongoing investment evaluation, monitoring and alignment to manage tax-aware portfolio transitions
Benefits of
Scale
Greater access and negotiating strength by leveraging our scale and purchasing power
Global Alternative Investments
Worldwide access to traditional and private equity, private debt, venture capital, hedge funds, and real estate
In-House
Expertise
Short-duration fixed income strategies and tenured dividend equity through our internal asset management division
Concentrated Stock Risk Management
Customized program oversight to mitigate risk using a range of solutions
Options Overlay & Hedging
Advisory services for options overlays to enhance income or manage market risk
