About Us

Overview

Our Story

Edge Portfolio Management was founded in 2005 with the mission to identify and implement today’s most innovative financial planning and investment strategies for a select group of high net worth clients. Since we serve fewer clients than most advisors, we are able to provide a high level of personal service customized to help you achieve your financial goals.

Our Mission

Edge Portfolio Management is a Registered Investment Advisor with the mission of building long-term relationships with our clients that are built on a foundation of trust and respect. We aim to prove that we care about you and your family, and that we are always here to help.

Meet Our Team

Contact Information

Edge Portfolio Management is located at 1776 S Naperville Rd., Suite 102A in Wheaton IL. We hope you’ll stop by for a visit!

For more information on how we approach financial planning and investing, please contact us by phone or email.

Office Location                                                                                 Contact Information

1776 S. Naperville Road
Suite 102A
Wheaton, IL 60189

Phone: (630) 221-1000
Fax: (630) 396-9000
Email: info@edge-pm.com