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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.

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Latest Articles: Recent Articles

September 30, 2014

 

Most people believe financial advisors must improve their quality of their communication materials.  While most Millionaires are happy with the frequency they receive their newsletters, blogs or other communications from their financial advisors, the investors feel the lack of quality in the communications isn't so great.  What type of communication materials do you like to receive?  Our research shows that an increasing number of investors enjoy reading financial blogs from investment professionals, if their own advisor had a blog most investors would like to read it.

September 30, 2014

 

One of the things the ultra-wealthy want to pass on to their children is their financial knowledge, a responsibility they seem to be more prone to conduct in-house. Click here to read more

September 30, 2014

 

September 30, 2014

 

Wal-Mart says Tracy Morgan was not wearing a seat belt, China will allow the iPhone to be sold there, and Hong Kong protests are affecting world markets. Click here to read more

September 30, 2014

 

The average billionaire on the Forbes 400 is worth $5.7 billion, and 113 billionaires did not make the list. Click here to read more

September 30, 2014

 

Water usage is being monitored by many California communities and fines are being assessed for over usage. Click here to read more

September 30, 2014

 

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

September 29, 2014

 

Are Gen Xers doomed to miss out on one of the tenets of the American Dream? Click here to read more

September 29, 2014

 

But snacks aren’t just for snacking anymore, Almost half of consumers worldwide report using snacking as a meal replacement. Click here to read more

September 29, 2014

 

Responsiveness for financial advisors and providers is essential to Millionaires.  Millionaires expect timely responses from their advisors.  About one-third are comfortable with their response by the next day, but the majority expects the reply within five hours and that's just for phone calls, email replies should be even faster.  How fast would you expect your financial advisor to get back to you?  With the onslaught of social media and texting, it is easy to believe that younger generations are going to be even more demanding.  Did you know that the number one reason investors fire advisors is not due to investment performance but due to lack of responsiveness?

September 29, 2014

 

China Nabs iPhone 6 Smugglers

China reported Sunday the seizure of 453 smartphones in Shanghai. Click here to read more

September 29, 2014

 

The U.S. government is trying to fight the Islamic State by cutting its financial resources. Click here to read more