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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, 2013 Fact of the Day

Nearly one-in-five high net worth Millennials place high importance on an advisor's social media presence. Nineteen pecent of HNW Millennials (those with a net worth of $1 million or more, not including primary residence) report that if they were choosing a new financial service advisor or provider, they would look closely at how much they use social media to communicate with customers and market products.