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Featured Advisor



Ed Meek
CEO/Investment Advisor

Edge Portfolio Management

City:Winfield

State: IL



BIOGRAPHY:
At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

Click to see the full profile



Advisor Usage

January 9, 2017

 

 The ultimate test of loyalty is whether wealthy investors would follow their advisor if he or she were to leave their present firm. Click here to read more

December 14, 2016

 

 As wealth level increases so does usage of a financial advisor. How do the Ultra High Net Worth infestors find their advisors and what criteria do they use to select them? Click here to read more

August 17, 2016

 

Establishing the manner in which one’s personal wealth will be handled and then eventually distributed requires some very intimate discussions and decisions. Click here to read more

August 15, 2016

 

At least half of HNW investors prefer to go to their financial advisor’s website. This is a substantial increase over 2015, Click here to read more

July 20, 2016

 

Affluent investors were shown a group photo of eight adults, each representing a different combination of race, gender and age, and asked, based solely on the photograph and without receiving any other information about each person, who they would be most likely to select as their financial advisor. Click here to read more

June 23, 2016

 

Financial providers are offering ultra-wealthy clients a family history package of videos and special presentations. Click here to read more

June 21, 2016

 

Which investors prefer full service brokers, and which prefer investment managers? Click here to read more

June 16, 2016

 

Advisors need to know the differences between male and female investing habits. Click here to read more

June 14, 2016

 

Spectrem studies the differences between affluent men and women in terms of investing strategies. Click here to read more

June 2, 2016

 

Advisor dependency can affect decision-making among Millionaires. Click here to read more

May 26, 2016

 

Millionaires have different relationships with advisors, and those relationships can affect their investment strategies. Click here to read more

May 3, 2016

 

In Spectrem’s new report, plan participants share their attitudes towards investing. Click here to read more