Investment Management
Managing investments effectively requires a blend of strategic insight and personalized attention.
The WealthEdge investment team provides investors with a full spectrum of opportunities in all major asset classes. In equities and fixed income, investors have access to both curated low-cost passive portfolios and proprietary active strategies seeking superior returns. In alternative investments, we provide access to real estate, private equity, private credit, hedge funds, venture capital, art, and investments uncorrelated to traditional asset classes.
When designing portfolios and investment plans, we always customize recommendations based on your specific circumstances, preferences, and goals. To learn more about our investment strategies, please click below.
Fixed Income
Traditional bond ladders with customized risk and maturity profiles across Treasury, municipal, and corporate bonds.
WealthEdge Dynamic Income
Actively managed liquid portfolio of fixed income ETFs and high-quality dividend equities to produce excellent yield and potential for capital appreciation.
Real Estate
Direct investments in specific properties, real estate investment trusts (REITs), and private funds with the goal of income generation and capital growth that are resistant to inflation and potentially uncorrelated to stocks and bonds.
Alternatives
Private credit, royalties, and other sources of investment income.
WealthEdge Dynamic Allocation
Actively managed portfolios of stocks, bonds, and ETFs seeking excellent risk-adjusted returns across full market cycles. Dynamically increases and decreases portfolio exposures to each asset class and investment sub-category globally based on valuations, expected returns, and other factors.
WealthEdge Disruptive Stock Strategy
An active equity portfolio of highly innovative companies, with stock selection based on both fundamental and technical analysis.
WealthEdge Blue Chip Core Equity
An active equity portfolio of large-cap stocks comprised of companies that have leadership in their respective industries, financial strength, growth, profitability, and reasonable or attractive valuations.
Custom Portfolios
Market-neutral strategies, stock options, direct indexing, 351 exchanges, 1035 exchanges, and other bespoke strategies based on specific needs & goals.
WealthEdge Core Satellite
Semi-active portfolios incorporating passive exposure to broad stock & bond market indices along with active selection of specific sectors, companies, and alternative assets (such as Bitcoin & gold).
WealthEdge ETF Portfolios
Curated selection of low-cost ETFs, providing broad diversification globally for stocks & bonds along with disciplined rebalancing.
Real Estate
Private funds, direct investments in properties, 1031 exchanges, and other opportunities for excellent tax benefits and investment returns.
Private Equity
Traditional PE funds, pre-IPO growth companies, leveraged buyouts, and other strategies across both emerging and established managers.
Hedge Funds
Long/short equity, global macro, convertible bond arbitrage, managed futures, and niche strategies with sustainable outperformance.
Venture Capital
VC funds and direct investment opportunities in early-stage companies.
Investing involves risk. Please consult with a qualified advisor to understand how these services may apply to your situation. The information on this website is for general informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. Consult a qualified professional for advice tailored to your situation. Past performance is not indicative of future results