We guide your investments throughout life based on your life story.
Services |
As a fiduciary, Edgewater manages discretionary accounts for U.S.-based clients with investment assets held at the client’s custodian of choice. We also offer non-discretionary services. Our services are guided by the client’s stated objectives, situation and tax considerations.
If you experience a significant change in life -- such as widowing, retirement, marriage, birth of a child, career move, divorce, or inheritance -- we guide you towards a personal financial policy that best suits the current situation of your life. Edgewater improves a client's life by helping them make lifelong financial decisions that directly affect what is happening in their lives today. |