RSS Facebook Twitter LinkedIn

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.

Click to see the full profile

Share |

In the News

From CNN Politics online, May 16, 2011


From AdvisorOne, April 27, 2011



From AdvisorOne:

Advisor Warning: When Millionaires Say ‘Call Me Right Back,’ They’re Not Kidding

Spectrem report says 40% of millionaires expect advisors to call back within two hours
March 9, 2011 | By Joyce Hanson, AdvisorOne

Advisors: drop what you’re doing right now and call back that millionaire who just left you a voicemail.

That’s the advice to advisors from a new report showing that 40% of millionaires expect a callback within two hours—with 14% wanting to hear from their advisors within the hour.

For more on this story, please go to:




February 23, 2011

Sharon Bially, (508) 655-2676


Rises Near-Record 15 Points in February to 17

Spectrem Affluent Investor Confidence Index (SAICI SM) Up 7 Points to 4

CHICAGO, February 23, 2011 – Spectrem Group announced today that its Spectrem
Millionaire Investor Confidence Index (SMICISM) rose 15 points in February to 17,
reaching mildly bullish territory for the first time in more than 3 years.

This advance brings the index to its highest level since reaching 14 in October 2007, the
last time it was mildly bullish. The February advance represents the second-largest gain
ever for the index, surpassed only by its 17-point rise in May 2009.

Meanwhile, the Spectrem Affluent Investor Confidence Index (SAICISM) advanced 7
points to a neutral reading of 4.

“Millionaires’ investment confidence surged in February to its highest level in more than
3 years, returning to mildly bullish territory for the first time since the recession.
Confidence also rose among the broader affluent population. With considerably more
attention focused on events abroad than domestic economic issues, America’s wealthiest
investors appear to be moving past their lingering post-recession concerns,” said George
H. Walper, Jr., President of Spectrem Group.

Additional insights from the indexes are available on Spectrem’s newly launched
Spectrem’s Millionaire Corner website (

In response to an open-ended question about the news story most affecting their
economic outlook, affluent investors in February cited: international problems (29%); the

political environment (9%); unemployment (8%); health care reform (7%); the economy
(6%); stock market conditions (5%); and tax cuts (3%). Those citing international
problems rose from 5% in November 2010, the last time this question was asked, while
those citing the political environment fell from 46%.

Millionaires were more focused on international problems (32%) than the affluent but
slightly less focused on the political environment (8%).

The Spectrem Affluent Investor Confidence Index (SAICI SM) is based on 250 monthly
interviews with the financial decision-makers in households with $500,000 or more in
investable assets. The data have a margin of error of plus or minus 6.2 percentage
points. The Spectrem Millionaire Investor Confidence Index (SMICI SM) is based on a
subset of the overall survey group.

About Spectrem’s Millionaire Corner
Spectrem's Millionaire Corner website ( is a powerful
source for up-to-the-minute news and information for investors, about investors designed
to fuel financial growth. It incorporates Spectrem Group research as well as outside
information. In the future, the site will offer financial advisor referrals.

About Spectrem Group
Spectrem Group is a strategic consulting firm specializing in the affluent and retirement
markets, integrating proprietary research with expertise in building business, marketing
and M&A strategies. Its professionals have held senior management positions at leading
global companies.