Our Story & Mission

A passion to provide our clients peace of mind—that’s what fires us up about our work! Our goal is to help our clients build and maintain their wealth.

The team developed a core competency in investing in traditional stock and bond strategies through a significant amount of time spent at large, successful investment institutions. Since that time, we’ve enhanced our investing strategy through studying the success that large pensions, endowments and other financial institutions were experiencing by executing a much more diversified investment approach. This approach utilizes a focus on selective alternative investment strategies in addition to traditional stocks and bonds.

After years of research in alternative investments, Ed Meek launched Edge Portfolio Management with this specific mission: to identify and implement today’s most innovative investment strategies to help our clients build and maintain their wealth. Soon John and then Srbo joined the senior management team. Both executives arrived at EPM with a successful history in wealth management at traditional brokerages.

We are fee-based—and independent. That simply means that our incentive is to generate results for our clients—and thus peace of mind.