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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.

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September 12, 2014 Millionaire Fact of the Day

Today's Fact of the Day, how do retirees fund retirement?  They primarily receive income from investments, while nineteen percent receive income from an annuity.  Seventeen percent receive income from Real Estate Investments.  Most individuals who retire have a nest egg that they work with an advisor to keep intact or even grow.  It is important to look at expenses you will have in retirement and how you will be able to budget and pay for them during your retirement.