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Personal Investment PolicyEdgewater 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:
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