We come from Wall Street and know Wall Street, but we believe there is a better way to manage money
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Atlanta, GA (Vocus) July 11, 2008 -–
Edge Advisors, LLC, a wholly owned subsidiary of Edge Capital Partners, LLC, (http://www.edgecappartners.com) has cracked the top 20 on a prestigious list of the top advisory firms in the nation.
Edge Advisors is ranked No. 16 out of 478 firms selected for “The Eighth Annual Wealth Manager Top Dogs Report.” The elite rankings, from Bloomberg’s Wealth Manager magazine, are based on average assets under management per client. Edge Advisors manages an average account size of approximately $17 million. Edge Capital Partners’ total assets under management exceeded $500 million as of June 1, 2008.
“We come from Wall Street and know Wall Street, but we believe there is a better way to manage money,” said Bert Rayle, partner and co-founder. “Edge Capital Partners was formed because clients prefer working with independent and experienced professionals who have access to Wall Street but are not paid based on what they sell. Being ranked 16th out of 478 national firms validates our approach.”
Landing on this list at this time is an even greater achievement given the difficult economic conditions and market turmoil faced by money managers. “These were not normal investing times,” said Wealth Manager Editor-in-Chief Kathleen McBride, in her introduction to the “Top Dogs” report. “With all the noise that surrounds them, it is to their very great credit that wealth managers have been able to keep clients focused on the long term while ferreting out the opportunities that market uncertainty presents.”
Edge Advisors ranking on this elite list is a testament to the depth of experience of Edge Capital Partners’ six founders. Together these partners have a cumulative 90 years of investment experience with global firms, including Goldman Sachs, Morgan Stanley, Credit Suisse and Lehman Brothers.
The full report can be found in the publication’s July/August 2008 issue, or online at this link.
About Edge Advisors, LLC
Edge Advisors is an independent fee-only Registered Investment Advisor serving as a fiduciary for high-net-worth families, entrepreneurs, endowments and foundations. The partners, utilizing their experience and network, identify global managers based on their ability to provide after-tax and after-fee risk adjusted returns above their benchmarks. Portfolio construction at Edge Advisors, which is a wholly owned subsidiary of Edge Capital Partners, has been compared to the approach used by many endowments.
About Edge Capital Partners
Edge Capital Partners, LLC), is an investment management firm with the goal of delivering the highest quality of personal, customized service with diligence and discipline. Atlanta-based Edge Capital’s six founding partners bring to bear a combined 90 years of experience in investment advisory services, investment banking and proprietary asset management.
Schroder PR: Chris Schroder, 404.872.7289, chris @ schroderpr.com
Edge Capital Partners: Hunt Harper, analyst, 404.890.7721, Hharper @ edgecappartners.com