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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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September 26, 2014 Millionaire Fact of the Day




 September 26, 2014 Fact of the Day:  Younger Investors Use Specialized Advisors



Over one-half of Millionaires age 44 and younger prefer to use a specialty firm for the majority of their investment needs.  Why is this?  Younger investors usually feel more confident about their investment knowledge than older investors.  Many feel they may have educated themselves about investment knowledge via the internet and whether they are wrong or right probably remains to be seen.  They do acknowledge, however, that they need help with more sophisticated investments.  You'll see many using specialized advisors for hedge funds or even for specialized bond purchases.  While their general portfolio they often to choose to manage on their own.