A complete list of active advisors currently associated with AnalyticEdge Finance
Warmer can help you find a great advisor at AnalyticEdge Finance or one who fits your needs even better.
AnalyticEdge Finance provides comprehensive financial planning and discretionary investment management primarily for individual clients and families, and also offers an Advice‑Only deliverable. The firm’s services include estate planning, life and health risk management, retirement planning, and operational support such as disbursements and periodic contributions. The firm tailors portfolios to client goals and constraints, managing accounts on a discretionary basis while permitting carve‑outs and client‑directed trades where requested. AnalyticEdge uses quantitative tools — including Monte Carlo simulation, efficiency‑frontier optimization, and Portfolio Visualizer back‑testing — and the brochure discloses that it provides and advertises back‑tested and predecessor performance results while also evaluating sub‑advisors available via Charles Schwab’s TAMP offerings. Distinctive features disclosed in the brochure include a brokerage relationship for insurance sales facilitated through an insurance marketing organization (with commissions disclosed and limitations described), and a practice of offering free public educational workshops. The firm also provides small‑business 401(k) advisory services as a 3(21) fiduciary with participant financial‑wellness programming and participates in the development of a practice‑management application through a vendor relationship.
To learn more about the advisors currently working at AnalyticEdge Finance, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 2
|
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