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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 4, 2013 Fact of the Day

Full Service Brokers have remained the "advisor of choice" among wealthy investors for more than a decade. However, we may see this trend shift in the future as America's youngest investors (those under age 44) tend to favor other advisor types.