RSS Facebook Twitter LinkedIn

Featured Advisor

Srbo Radisavljevic
Managing Principal/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, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

Click to see the full profile

Share |

March 20, 2013 Fact of the Day

Age significantly impacts when investors reach out to advisors. A majority (68 percent) of those age 40 or younger say they would be motivated to contact a financial professional after the birth of a child, whereas most investors age 61 or older (70 percent) would contact their advisor to discuss a recent financial windfall. 

Click here to read more about how financial advisors can help investors plan for the addition of a new family memeber.