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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 9, 2014 Millionaire Fact of the Day

Since the financial collapse of 2008/2009 overall satisfaction of Millionaires with their advisors has increased.  Younger investors are often the least satisfied with their advisors.  Younger investors are less satisfied because their relationship with their advisor is newer and also they haven't experienced as many market cycles which makes them more more demanding.


Watch the Fact of the Day video here