Trust


We are fiduciaries for families of substantial wealth, private foundations and trusts providing objective wealth management solutions. Clients benefit from our institutional experience across all asset classes and our focus on after-fee, after-tax performance.
 

At Edge Capital, we are dedicated to providing each client with:
  • One point of contact;
  • True coordination of investment managers;
  • Stringent focus on tax efficiency & liquidity;
  • Wider range of investment opportunities;
  • Fee clarity & transparency;
  • Improved, consolidated reporting and communications.


We will work with you to develop investment objectives, targeted financial plans, and portfolio solutions to assist you in making sound investment decisions.
 

Our Work

Edge Capital is continually engaged in diverse and challenging financial situations that cover a wide variety of investment and planning issues for a broad range of clients. We invite you to learn more about our unique approach to providing focused and tailored investment advisory services and how we can help you with your wealth management needs.
 

An Integrated Approach to a Family Liquidity Event

Provided investment management and legacy planning services for a large family with multiple family entities after the sale of the family-held business to a large publicly traded firm.
 

Developed Comprehensive Financial Strategy

Coordinated asset allocation, consolidated reporting, and management of existing broker dealer custody and wealth management relationships.
 

Strategic Investment Planning

Developed a long-term investment strategy and defined cash-flow and income needs to meet their specific financial goals.