What We Do

What We Do

We are a Wealth Management firm offering comprehensive and tailored services while acting in our client’s best interest as a fiduciary.

To us, Wealth Management combines Investment Management, Advanced Financial Planning & Family Office Services, and Advisor Coordination to help increase the probability of our clients accomplishing their financial goals…no matter what they may be … and knowing it is only when all three of these areas receive attention that a client can be fully taken care of properly.

Wealth Management

Click each section below to learn more about our comprehensive wealth management process.

Core Services

Our investment management services are custom-tailored to your needs.  We objectively build what we believe are the most appropriate customized portfolios for you.

  • Tailored asset allocation design in pursuit of attractive risk-adjusted returns and after-tax results
  • Management of active, index-based, and illiquid investments according to your goals and market conditions
  • Global access to talented traditional and alternative managers
  • Intensive due diligence of index-based and active third-party managers
  • Leverage our scale and purchasing power to negotiate discounted manager fees where possible
  • In-house expertise in dividend equity strategies (Blue Current) and short duration fixed income
  • Impact and goals-based investing
  • Incorporation and monitoring of legacy investments
  • Management of concentrated and restricted stock positions

Our advanced financial planning and family office services support and simplify your full financial life.

  • Cash flow, tax structure, and estate planning analysis to help identify savings opportunities
  • Next-generation education and preparation for responsible inheritance
  • Analysis of charitable funding and structures for philanthropic giving
  • Consolidated reporting provides a single point of review of your full financial life, regardless of where your assets are held
  • Negotiate and oversee your insurance, banking, credit, and mortgage solutions from multiple providers
  • Safe and secure storage in the digital Edge Vault to organize and share important family documents

It takes a team, so we communicate and coordinate with our clients’ other trusted professionals and facilitate access to additional professionals, where needed, to ensure our clients’ full financial lives are served.

This team includes attorneys, accountants, insurance firms, lending specialists, and other financial experts (who may or may not currently work with a specific client) all coming together to help ensure that our clients are protected and that nothing slips through the cracks.


Asset Management

Years of creating unique solutions have allowed us a tactical understanding of wealth management success. That’s why we created Blue Current, our internal asset management division with a niche focus on income strategies. The Global Dividend Strategy utilizes its investment expertise in growing cash flow through what we believe is a niche universe of high quality, dividend-paying companies with sustainable business models and dividend policies.

The primary objectives are to pay a stable and increasing dividend each quarter and deliver attractive long-term capital appreciation to investors. The Ultra-Short Fixed Income Strategy specializes in managing short-duration fixed income portfolios customized to the unique needs of institutions and individuals. To find out more, visit the Blue Current website or ask your Edge advisor if this portfolio is appropriate for your wealth management solution.

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