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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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March 19, 2014 Fact of the Day

One interesting trend when looking at which people pay for anything via there phone arises when looking at net worth.  As net worth increases, more investors use their phone to pay for something.  20% of investors with a net worth between $100k and $500k pay for something with their phone, while 33% of investors with more than $5mm in net worth do the same.