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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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March 30, 2015 Millionaire Fact of the Day

March 30, 2015 Fact of the Day:  What types of investments are the affluent seeking in 2015?



DID YOU KNOW THAT….Equity mutual funds and Individual Stocks are the types of investments most investors….especially wealthy ones….will be seeking in 2015?








When asked what types of investments they intend to make in 2015, the largest percentage of investors indicated they plan to invest in equity mutual funds and individual stocks.  In fact, 59 percent of those with more than $5 million will be investing more in both equity mutual funds and individual securities.  Millionaires will invest similarly with 47 percent planning to invest in equities and 42 percent investing in individual equities.  Those with $100,000 to $1 million still favor these categories but at lower percentages.  Thirty three percent will invest in individual equities and 37 percent in equity mutual funds.

Would you like help in making your own investment decisions in 2015?  Check out our Best Advisors.