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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 20, 2013 Fact of the Day

Advisors who want to bring in new business should first focus on keeping their current clients happy. Sixty percent of Millionaires report they are likely or extremely likely to refer their current advisor to someone they know, and 64 percent say they have already referred their advisor to a friend or family member.