WEALTH MANAGEMENT

& INVESTMENTS

WHAT IS WEALTH MANAGEMENT?

A DIFFERENT KIND OF RELATIONSHIP

An investment advisory relationship is generally a long-term professional relationship built on trust, personalized investment advice and ongoing oversight of your invested assets. This form of investment management requires adhering to a "fiduciary standard of care," meaning that our team has a legal duty to provide investment advice that is in your best interests.

Your advisor will communicate with you on an ongoing basis, through market updates and quarterly reviews, because a wealth management relationship is a continuous process. We’ll work with you to help you devise and execute investment strategies that take your goals, need for liquidity, risk tolerance, and time horizon into account.

 

FEE-BASED INVESTMENT MANAGEMENT & INVESTMENT ADVICE

Another key difference in a wealth management relationship is the consolidated, steady pricing. There is one total client fee, typically a percentage of assets under management, which includes trading charges associated with buying and selling securities of the investments selected. The fee is deducted on a scheduled basis from the account value and investments selected.

WHY EWS &

WEALTH MANAGEMENT

Our team goes to great lengths to ensure a positive experience, understanding that we need to offer flexibility in accommodating needs, continual transparency, a seamless digital experience, and to always strive be at the forefront of the evolving financial industry.

You will value having the EWS team doing your wealth management if it's important to you that your advisors:

  • See your investments as a part of your overall financial plan, not in isolation

  • Have access to a wide range of investment programs, representing a variety of asset classes and investment styles, which can be selected to help meet your specific goals

  • Understand and focus on behavioral finance – we'll act as another layer of objectivity, and will bring insightful experience and education to add confidence during times of volatility

  • Offer environmental, social and governance (ESG) and religious-based investment options

  • Utilization of both passive and active management strategies within portfolios

  • Provide 24/7/365 online portfolio access and quarterly reviews

OTHER INVESTMENT OPTIONS

BROKERAGE INVESTMENT ACCOUNTS

Based on your goals and resources, wealth management and investment advisory may not be the best fit. Our planners can also open investment accounts in a brokerage capacity.

 

When working in a brokerage capacity, you don't pay our advisors directly. Our advisors will recommend investment options under suitability standards using numerous investment carriers to best fit your needs and are compensated a commission based on the company and fund of your choosing.

ACCOUNT TYPES

  • Non-qualified investment accounts

  • 529s

  • Roth IRAs

  • Traditional IRAs

  • Non-deductible IRAs

  • SIMPLE IRAs

  • SEP IRAs

To inquire about more specifically about establishing an investment account, visit our contact us page our schedule an introductory meeting.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

CRN#202203-255219