Hackettstown, NJ Office

Park Edge Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, trustees, 401(k) participants, privately held business owners, and certain broker-dealer and fund clients. Services described in the brochure include tailored financial plans, discretionary and non-discretionary portfolio management, pension consulting, consulting for held-away assets, and acting as a subadviser or adviser to mutual funds and ETFs.

The firm employs a mix of cyclical, fundamental, quantitative and technical analysis and uses a range of strategies, including long- and short-term trading, options, short sales, inverse funds, and selection of third‑party managers. Park Edge documents client suitability through financial plans or model allocations, seeks equitable allocation of investment opportunities among clients, and conducts regular monitoring and reviews of accounts.

Several features in the brochure are uncommon among peer teams: Park Edge discloses that it offers performance‑based fee arrangements, sponsors a wrap‑fee program and acts as a subadviser, and it advertises performance results — including predecessor and hypothetical performance — while also using testimonials and endorsements. The firm also offers periodic educational seminars and workshops and provides consulting to brokerage customers on commissionable products; the brochure notes some representatives are licensed insurance agents, which it discloses as a potential conflict of interest.