We don't dabble in day trading, we are experts at investing for your daily life.



"An Investment Policy Statement (IPS) isn't only for the well-heeled who love paperwork.
It's a must for all investors. That's because creating an IPS forces you to put your investment strategy in writing and commit to a disciplined investment plan. It's both a blueprint and a report card."


Source: Morningstar Portfolio Course

Personal Investment Policy

Edgewater thoughtfully considers personal investment policies, specializing in recent retirees, widows and adults caring for parents. If you experience a significant change late in life -- career move, retirement, divorce or widowing -- we guide you to achieving the financial policies that best suit the situation of your life. 

We help create a personal Investment Policy Statement based on all your financial assets, not just those managed by Edgewater. We focus on a top-down economic analysis with strong support for sector allocation. The total client portfolio is managed to your personal objectives in accordance with your Personal Investment Policy.


Implementing the portfolio management we may use the following investment strategies:
  • Asset allocation (growth, inflation protection, income)
  • Risk mitigation
  • Tax management
  • Long-term purchases
  • Short-term purchases
  • Trading (30 days or less)