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Featured Advisor

Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

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, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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Latest Articles: Investment Trends

November 21, 2014


What advice are financial advisors giving their affluent ethnic clients? Click here to read more

November 18, 2014


As go the Baby Boomer so go the restaurants that initially catered to them but are now seeking Millennial diners. Click here to read more

November 17, 2014


There is a pronounced wariness among affluent Asian investors surveyed toward financial advisors. Click here to read more

November 14, 2014


If a successful financial advisor-client partnership is all about the relationship, where do robo-advisors fit in? Click here to read more

November 3, 2014


What advice are Millionaires getting from their financial advisors? Click here to read more

October 31, 2014


For the first time since April, the Spectrem Affluent Investor Confidence Index (SAICI®) declined over the course of a month in October. Click here to read more

October 30, 2014


A drop in October of the Spectrem Affluent Household Outlook is an indication of how market volatility impacts investor confidence. Click here to read more

October 29, 2014


The wary investment mindset of Affluent investors is a reflection of the recent gyrations in the market. Click here to read more

October 28, 2014


In a month of roller coaster market volatility, more Affluent investors indicate they intend to hold on the sidelines in the coming month. Click here to read more

October 24, 2014


Too bad it’s been taken because “Whiplash” would be an excellent title for a film about the market over the last couple of weeks. Click here to read more

October 21, 2014


More than half of Ultra High Net Worth investors rely on their advisor for the vast majority of their financial needs. Click here to read more

October 20, 2014


Do Hollywood collectibles get your motor running? Then read on. Click here to read more