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Featured Advisor

Ed Meek
CEO/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, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

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Latest Articles: Investment Trends

November 26, 2014


Deteriorating relations between the administration and Republicans confirms affluent investors' biggest concerns about government gridlock. //READ MORE//

November 25, 2014


How do affluent investors intend to invest in the coming month? Click here to read more

November 24, 2014


More than 40 percent of investors with a net worth over $25 million are invested in alternatives such as hedge funds and private equity. Click here to read more

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