A complete list of active advisors currently associated with Edgewater Asset Management

Warmer can help you find a great advisor at Edgewater Asset Management or one who fits your needs even better.

Edgewater Asset Management serves a small group of individual, trust, and corporate clients with discretionary portfolio management and separate consulting engagements. The firm operates as a fee-only fiduciary and manages client assets custodied at the client’s chosen broker-dealer while also offering fixed-fee consulting services. Investment decisions are driven by a top-down economic framework with focused sector allocation, and the firm combines fundamental, technical (charting), and cyclical analysis when constructing portfolios. Implementations may include equities, bonds, mutual funds, ETFs and, in appropriate accounts, options, margin, and short sales; clients may impose reasonable investment restrictions. What is distinctive is the firm’s small, experienced two-advisor structure that manages discretionary assets in the tens of millions while also providing consulting for outside portfolios totaling over $200 million, a service mix less common among peers. The firm also leaves proxy voting to clients rather than voting on their behalf and explicitly declines commissions or soft-dollar arrangements, underscoring its purely fee-only advisory model.

To learn more about the advisors currently working at Edgewater Asset Management, 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.