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Edge Capital Partners, LLC

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Edge Capital Partners, LLC

Overview:

Edge Capital Partners is a leading investment firm founded to provide wealth management solutions to a select group of wealthy families, institutions, and entrepreneurs for their investment portfolios and private businesses. Our Partners have more than 95 years of investment experience at Wall Street firms including Goldman Sachs, Morgan Stanley, and Credit Suisse. We are proud of our team of employees that have served with firms such as JP Morgan, Goldman Sachs, Ernst and Young, and PricewaterhouseCoopers.

We deliver comprehensive wealth management solutions and services across three business practices:

Wealth Management Advisory
Corporate Finance
Asset Management

Our fundamental philosophy is based on capital preservation, liquidity, transparency, risk management, and performance. Working in unison with our clients and their advisors, our firm's extensive resources develop and coordinate all points of investment strategy, asset allocation, manager selection, portfolio monitoring, custody, and transaction services.

This is supported by our belief that clients are best served by an experienced and independent advisor charging one transparent fee and providing access to the best investment products and strategies, regardless of the source.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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