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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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July 15, 2015 Millionaire Fact of the Day

July 15, 2015 Fact of the Day: Are Millionaires tech savvy?










74% of  Millionaires use technology to access their investment account information at least once a week.  And nearly all, 96%, do this at least sometimes.

Many Millionaires are also using technology to do investment research once a month or more (58%) and to buy or sell stocks monthly or more often (25%). 

But the use of technology to communicate with advisors is less frequent.  Only 21% use email to talk with their advisor monthly or more often.  And even fewer, 6%, use texting monthly or more often.

So despite the revolution in communication technology, most Millionaires seem to prefer the tried and true communications channels – in-person and phone.


To learn more about Millionaires and technology click here or contact Randy Wostratzky at rwostratzky@spectrem.com or 224-544-5195