The investment strategy at Edge is one of value and diversification utilizing a unique blend of fixed income and equity products. For the Edge Wealth client, the experience is one in which extensive money management, sector allocation, security selection and risk management skills are utilized daily as a part of our core investment process.
Our process is designed to deliver peace of mind to our clients knowing the principals of the firm are invested alongside the client. Founded in 2006, our objective has always been to maximize investment returns with an emphasis on income generation, growth, and tax efficiency.
Our process is designed to deliver peace of mind to our clients knowing the principals of the firm are invested alongside the client. Founded in 2006, our objective has always been to maximize investment returns with an emphasis on income generation, growth, and tax efficiency.
Services
Matt co-founded Edge Wealth in the fall of 2006. He has 20 years of institutional trading experience. Matt was the head of trading desks at several large investment banks including Smith Barney, Prudential and JP Morgan. He gained proprietary trading experience after having worked at Greenwich Arbitrage.
Edge believes in adhering to a coherent investment philosophy and that a set of core beliefs is at the heart of successful investing. Our objective is to prudently maximize investment returns, seeking long-term growth and capital preservation. As a rule, our Principals at Edge invest in the same strategies and themes as those of our clients.
Edge Wealth Management, LLC ("Edge") was founded by Matt Weinberg and Doug Spitz in the fall of 2006. We are a registered investment advisor ("RIA") with the U.S. Securities and Exchange Commission. As an RIA, we are a fiduciary using a fee-based model as opposed to a commission-based platform.
We recommend that clients use Charles Schwab & Co, Inc. (member SIPC) and its affiliates ("Schwab") to serve as broker-dealer and custodian for their managed accounts.Edge caters to a combination of high-net-worth investors, institutions, family offices, and young professionals striving to meet each of their unique financial needs and goals.
We recommend that clients use Charles Schwab & Co, Inc. (member SIPC) and its affiliates ("Schwab") to serve as broker-dealer and custodian for their managed accounts.Edge caters to a combination of high-net-worth investors, institutions, family offices, and young professionals striving to meet each of their unique financial needs and goals.
At Edge Wealth Management, we can help you plan for the future and help you get a better understanding of your options. Estate planning is an area that focuses on you, your wealth, and how your assets are ultimately distributed to your heirs. There are many aspects, strategies, and tools to use during the planning process.
Our services and compensation structure differ from a registered broker-dealer, and it is important for you to understand the differences between those structures. Free and simple tools are available to research firms and financial professionals at www.investor.gov/CRS. The site also provides educational materials about broker-dealers, investment advisers and investing.
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