Havertown, PA Office

Edge Wealth Management serves individuals, high net worth clients, trusts, estates, and charitable organizations, providing discretionary investment management and limited financial planning and consulting services that are ancillary to portfolio management. The firm manages approximately $827 million on a discretionary basis for about 252 clients through a team of five advisors and does not impose a firm‑wide minimum asset requirement.

Edge tailors portfolios by collaborating with clients to establish objectives and typically applies a fundamental analysis approach with long‑ and short‑term equity and fixed‑income allocations and use of mutual funds, ETFs, ETNs, REITs, MLPs, and non‑agency mortgage‑backed securities. The firm may employ options strategies (commonly selling covered calls) in limited circumstances, and it discloses and manages exposures to commodity/currency ETFs, derivative‑linked funds, and, upon specific client request, indirect exposure to digital‑asset‑linked exchange‑traded securities.

Distinctive features include relatively large assets under management concentrated across a modest client base and a small advisory team, documented procedures for assistance with securities‑based loans and margin evaluations (while generally not recommending margin for investment), and the availability of insurance products through an affiliated representative acting in a separate licensed capacity with disclosed conflicts. Edge also offers third‑party aggregation/reporting for excluded assets, typically recommends a primary custodian that provides institutional services to the firm, and retains proxy‑voting authority for client accounts unless otherwise directed.