What We Do

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

SPECIALIZED STRATEGIES FOR BUSINESS OWNERS

Who We Are

Edge Portfolio Management is a Registered Investment Advisor that serves individuals, businesses, trusts, and endowments. We strive to provide our clients with a sense of security about their financial picture through comprehensive financial planning and investment management.


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Recent Posts

Weekend Reading For Investors 4/7/2017

April 7th, 2017|0 Comments

We’re back to provide you with some interesting and helpful articles that our team liked this week. Please see the links below and feel free to share them with family and friends!

 

Seven Ways To […]

Weekend Reading For Investors 3/24/2017

March 27th, 2017|0 Comments

What an interesting and eventful year it’s been so far. We’ve been very busy keeping a steady eye on the markets and implementing financial strategies to give our clients “financial peace of mind” during good […]

Weekend Reading For Investors 11/11/2016

November 11th, 2016|0 Comments

Hi there–It’s been quite a while since our last weekend reading. In fact, since our last post, one of the most important events in American history occurred….a Chicago Cubs World Series Championship! It has been quite […]

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