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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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June 25, 2015 Millionaire Fact of the Day

June 25, 2015 Fact of the Day:  Did you know that 41% of UHNW Investors watch videos on financial websites? 







Recent Spectrem research shows that the amount of investors who enjoy consuming content via video has begun to increase.  In fact, did you know that 41% of UHNW Investors watch videos on financial websites?  Among those who watch videos on financial websites, 72% watch financial information videos, 20% watch videos on stock tips, 59% watch videos by financial commentators and 53% watch videos on current financial events. 

Not only does this reinforce the mindset that providers and advisors need to have a presence online for their own content, but also that it’s not just blogs and newspaper articles where investors are turning to order to get their information.  While the PREFERENCE for watching a video over reading an article still remains low, it’s important not to ignore the fact that the UHNW DO consume video content.  


To learn more about the UHNW investor, click here or contact Randy Wostratzky at rwostratzky@spectrem.com or 224-544-5195