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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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November 14, 2013 Fact of the Day

In the past, investors would stay with an advisor, even if they felt they were being underserved. Today, these investors are less loyal, and are more likely to change advisors if they feel their advisor is not being proactive or providing them with good ideas.