Edwards Asset Management Performance Matters.
Fees Matter.
Advice Matters.
People Matter.

Edwards Asset Management Full team

Our clients entrust us with over $2.5 billion
in assets under management

AS OF 2/13/2025

Meet Our Team

Wealth & Investment Management

Discovery

  • Meet to understand your financial goals, challenges, and preferences
  • Gather documentation
  • Coordinate with your existing professional advisors

Proposal

  • Develop a customized investment plan
  • Building a personalized investment portfolio and proposal
  • Work together to schedule reviews

Implementation

  • Activate the investment plan
  • Phase in the recommended investment strategies
  • Review future client statements

Tracking

  • Review progress against your planned objectives
  • Assess and adjust the plan based on strategic asset allocation
  • Keep you and your professional advisors informed
Our Processour Strategies

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