Strategy & Management
Strategy
We develop a tailored investment plan, define actionable steps, and thus provide a strategy road map for every client.
Endowed Institutions
We have developed novel ways of analyzing the finances of endowed institutions of all kinds, including colleges and universities, foundations, arts organizations, secondary schools, and medical organizations. This helps us define an appropriate investment objective.
Family & Individual Assets
In addition to complicated trusts and family investment vehicles, we are familiar with 401Ks, IRAs, Roth IRAs, HSAs, 403Bs, brokerage accounts, pensions, 529 Education Plans and more.
We develop investment goals closely linked to a client’s financial circumstances and goals.
Strategy is the first step.
Management
To implement our clients’ strategy and work toward their investment goals, we place securities trades and provide ongoing reports.
We can also accomodate investors who, in addition to seeking the highest possible return at an appropriate level of risk, have a social purpose in mind.
Our Focus
We were originally established as a family office to guide the investments of Equity Edge, his family, and related entities. We began to welcome outside clients, both private and institutional, into our extended family in order to share the services that we carefully developed.
Our Commitment
Equity Edge Wealth is an independent firm. We have no affiliation with banks, brokers, other financial firms, other companies, or outside equity holders. Our core belief is that conflicts of interest of any kind will severely interfere with our ability to serve our clients. Our personal commitment is to maintain independence and in every other way to seek to eliminate conflicts.
