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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 30, 2014 Millionaire Fact of the Day



September 30, 2014 Fact of the Day: More and More Investors Seek Market Information From Their Advisor



Most people believe financial advisors must improve their quality of their communication materials.  While most Millionaires are happy with the frequency they receive their newsletters, blogs or other communications from their financial advisors, the investors feel the lack of quality in the communications isn't so great.  What type of communication materials do you like to receive?  Our research shows that an increasing number of investors enjoy reading financial blogs from investment professionals, if their own advisor had a blog most investors would like to read it.  They also like to watch videos.  While written articles are preferred, a large number of investors are increasingly watching videos.  If you want to find an advisor who communicates more frequently, check out our Best Advisor Service