At NewEdge Wealth, we take pride in both the breadth of our investment resources and our differentiated thinking when it comes to investing for our clients. NewEdge Investment Solutions (“NEIS”) was born with these concepts in mind.
Our Approach
With a data driven approach, NEIS seeks to marry the structural advantages of passive investing, with the alpha and risk-mitigating advantages of active management by leveraging quantitative, fundamental, and technical inputs. As our results have illustrated, NewEdge Investment Solutions performs across a wide range of market environments, allowing our clients to remain invested through cycles, while harnessing the value created from reduced drawdowns and the compounding of returns, a key driver of long-term investing success.
NEIS is a premier and proprietary investment resource for our advisors and clients, led by an experienced portfolio management team, with solutions offered through a transparent, technology driven platform positioned to help client seek to meet their long-term goals.
Assets Under Management
Chartered Financial Analysts
Years Average PM Experience
Portfolio Management Team
Our Portfolio is Our People
Chief Investment Officer
Platform Solutions
Portfolio Managers
Trading
Portfolio Strategists & Analysts
Alternatives
Our Strategies
At our core, we are not a traditional investment manager, but rather a provider of unique, purpose-built solutions that are driven by the needs of our clients and are designed to increase the probability of long-term success. To think diffferently requires a multi-faceted approach, one that includes:
Equity Strategies
Core Equity
U.S. Quality Growth
U.S. Quality Dividend
International Quality (DM & EM)
U.S. Small & Mid Cap Quality
Fixed Income Strategies
Taxable
Flexible Core (Core IG)
Dynamic Credit (IG & HY)
Enhanced Cash
Tax Exempt
Intermediate Municipal Portfolio
Custom Solutions
Volatility &
Option Strategies
Structured Note Strategies
Structured Note Advisory Portfolio (SNAP)
Structured Note Income Portfolio (SNIP)
Additional Options Strategies
Existing Portfolio
Single Stock
Exch. Fund Replication
Direct Indexing
Multi Asset Portfolios
CIO Portfolios
Available in 6 risk profiles from conservative to all equity (taxable & taxexempt investors)
Single managed account
Strategic & tactical allocation by the NewEdge Investment Team
Market Insights
IMPORTANT DISCLOSURES
The views and opinions included in these materials belong to their author and do not necessarily reflect the views and opinions of NewEdge Wealth, LLC.
This information is general in nature and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy.
NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters. You should consult your personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation.
The trademarks and service marks contained herein are the property of their respective owners. Unless otherwise specifically indicated, all information with respect to any third party not affiliated with NewEdge has been provided by, and is the sole responsibility of, such third party and has not been independently verified by NewEdge, its affiliates or any other independent third party. No representation is given with respect to its accuracy or completeness, and such information and opinions may change without notice.
Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.
Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No assurance can be given that investment objectives or target returns will be achieved. Future returns may be higher or lower than the estimates presented herein.
An investment cannot be made directly in an index. Indices are unmanaged and have no fees or expenses. You can obtain information about many indices online at a variety of sources including: https://www.sec.gov/answers/indices.htm.
All data is subject to change without notice.
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