Managing Principal/Investment Advisor
Edge Portfolio Management
1500 Skokie Blvd.
Northbrook, IL 60062 - United States
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.
Edge Portfolio Management wishes to provide our clients financial peace of mind. Financial peace looks different for each person and therefore our goal is to provide each client the individualized attention needed to understand their goals and the specific investment model required to meet those goals. Our wish is that each client will feel at peace knowing that they have a knowledgeable and reliable investment advisor in their corner. Diversification is key to managing volatility. Diversification doesn’t depend on the number of asset classes in a portfolio. Rather, it depends on the correlations between those asset classes.
Financial, Retirement, IRA Rollover (401 (k)), Insurance
Investment Advice, Annuities, Option/Futures, Financial Planning, Insurance, Portfolio Management, Charitable Planning, Portfolio Review, Fixed Income/Bonds, Commodities, Investments, Mutual Funds
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