Edge Portfolio Management
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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