Open Menu WHAT WE DO WHAT WE DO We are a Wealth Management firm offering comprehensive and tailored services while acting in our client’s best interest as a fiduciary. To us, Wealth Management combines Investment Management, Advanced Financial Planning & Family Office Services, and Advisor Coordination to help increase the probability of our clients accomplishing their financial goals…no matter what they may be … and knowing it is only when all three of these areas receive attention that a client can be fully taken care of properly. WEALTH MANAGEMENT Click each section below to learn more about our comprehensive wealth management process. CORE SERVICES CUSTOMIZED INVESTMENT MANAGEMENT FINANCIAL PLANNING & FAMILY OFFICE SERVICES ADVISOR COORDINATION ASSET MANAGEMENT Years of creating unique solutions have allowed us a tactical understanding of wealth management success. That’s why we created Blue Current, our internal asset management division with a niche focus on income strategies. The Global Dividend Strategy utilizes its investment expertise in growing cash flow through what we believe is a niche universe of high quality, dividend-paying companies with sustainable business models and dividend policies. The primary objectives are to pay a stable and increasing dividend each quarter and deliver attractive long-term capital appreciation to investors. The Ultra-Short Fixed Income Strategy specializes in managing short-duration fixed income portfolios customized to the unique needs of institutions and individuals. To find out more, visit the Blue Current website or ask your Edge advisor if this portfolio is appropriate for your wealth management solution. Visit Site FOLLOW US: TERMS OF USE PRIVACY NOTICE IMPORTANT DISCLOSURES Contact Corporate Headquarters (Atlanta) 3333 Riverwood Parkway Suite 350 Atlanta, GA 30339 Main Phone: 404-890-7707 info@edgecappartners.com Learn about careers at Edge COPYRIGHT © 2021 EDGE CAPITAL. ALL RIGHTS RESERVED.

Open Menu CONTACT Your Name (required) Your Email (required) Subject Your Message [recaptcha id:subscribe] OUR LOCATIONS Atlanta 3333 Riverwood Parkway Suite 350 Atlanta, GA 30339 Phone: 404-890-7707 Charlotte 200 S. College Street Suite 1520 Charlotte, NC 28202 Phone: 704-973-0550 Dallas 3811 Turtle Creek Blvd Suite 1225 Dallas, TX 75219 Phone: 214-442-8952 Lexington 300 W Vine St Suite 2200 Lexington, KY 40507 Phone: 859-309-3720 Nashville 3810 Bedford Ave Suite 200 Nashville, TN 37215 Phone: 615-246-0230 Tampa 1700 South MacDill Avenue, Suite 220 Tampa, FL 33629 Phone: 404-890-7716 FOLLOW US: TERMS OF USE PRIVACY NOTICE IMPORTANT DISCLOSURES Contact Corporate Headquarters (Atlanta) 3333 Riverwood Parkway Suite 350 Atlanta, GA 30339 Main Phone: 404-890-7707 info@edgecappartners.com Learn about careers at Edge COPYRIGHT © 2021 EDGE CAPITAL. ALL RIGHTS RESERVED.