Our Approach
At Park Edge Advisors, we have one asset:
Our Clients.
As a registered investment advisor, Park Edge acts as a fiduciary, a legal responsibility to place our clients’ interests above all others and the highest standard of care in the financial services industry. We provide trusted investment advisory services to a variety of high net worth families, individuals and institutional clients, including pension funds, 401 (k) plans, defined benefit plans and endowment funds.
Our approach has been honed through more than 150 years of collective experience. Park Edge has the knowledge and stability needed for secure financial planning. Each of our founding principals have more than 25 years of financial services experience and continue to serve the third and fourth generation clients who trust us to grow and protect their wealth.
Today, Park Edge thrives in its independence. An advisory firm exclusively owned by five principal partners forming strong, thoughtful investment teams providing proprietary, in-house investment strategies. We have the knowledge and experience necessary to deliver the highest levels of personalized service to clients, coordinating the details of your financial affairs and giving you the freedom to focus on what matters to you most.
Our Process
Centered around client service and transparency, our process begins with the creation of a detailed financial plan to align clients with their goals, opportunities and risk appetite. Your financial plan is the roadmap to navigating future financial decisions and evaluating potential alternatives.
This plan forms the blueprint upon which we build the thesis of a client’s investment strategy. After completing the initial financial plan, clients work closely with their advisor and our portfolio management team to determine the appropriate asset allocation and investment strategy.
Unlike other financial advisors, the development and execution of your investment strategy marks only the beginning of our relationship. The cornerstone of any successful financial strategy is ongoing, effective client service. Goals change, unseen risks develop, which is why you need an advisor proactively looking out for your interests.
Our team aims to exceed even the highest client expectations; drawing upon our rich experience across various financial disciplines. You deserve a team of advisors that does more than just execute on a strategy by exploring and introducing new ideas to assist in your financial planning.