Investment Management

Our Investment Philosophy

We appreciate the beauty of a optimized portfolio that suits your needs and puts you in the best position to achieve your goals.

Our investment philosophy is to perform consistent and highly intensive research on investment opportunities across all asset classes (stocks, bonds, alternatives, etc.) in order to implement intelligently designed portfolios with a heavy focus on risk management and tax efficiency.

Our Investment Services

Total Portfolio Management: Stocks, Bonds, and Alternative Investments customized on an individual client level to maximize the probability of reaching your financial goals.

Single Strategy Programs: If you’re looking for a customized solution to compliment outside investments, we can help you there too. At Edge, we take your whole financial picture into account and can provide single strategy programs for stock, bond, and alternative investments.

Financial Planning

We know that the idea of coming up with a fully comprehensive financial plan can be daunting, but we are here to help. In fact, we’re here to build the plan for you.

We look forward to the opportunity to walk you through all of the major steps of the financial planning process. We provide:

Retirement Planning

“How much is enough?” is a difficult question to answer on your own.

At Edge, our ultimate goal is to guide you in answering this question and figuring out how to get you there, together. We utilize cutting-edge retirement planning technology that allows us to provide you with a clear picture of your retirement goals, how likely you are to achieve them on your current plan, and how to change your plan in order to obtain a higher likelihood of retirement success.

Investment Planning

We provide full service investment management by building you a portfolio that seeks to achieve your long-term financial goals. We create investment mixes that aim to produce high returns while reducing the correlation of your portfolio to broad market downturns.

Estate Planning

Knowing what will happen to their assets during the next generation is vital to all of our clients. We coordinate with you and your estate planning attorney to make sure that your assets are passed on exactly the way you want them to be.

Tax Management

No one likes paying taxes. Here at Edge, we take tax management very seriously and all of our financial plans and investment strategies are optimized to make sure that they are done in the most tax efficient way possible.

Budgeting/Cash Flow Control

It is important to know how much of your money is coming and going every month. We can help you break down your finances in order to get a grasp on your earnings and spending in order to help you budget more effectively.

Specialized Strategies For Business Owners

Efficient tax savings are a crucial part of any business owner’s plan.

At Edge, one of our key areas of focus is helping our clients who are business owners implement an extremely tax efficient way of helping their employees and themselves save for retirement using a strategy we know to be widely underutilized.

The implementation of a Defined Benefit or Cash Balance plan at your firm could help you save up to $225,000 pre-tax as of 2019.

To discuss the best type of retirement savings plan for your business, give us a call at (630) 221-1000.