Structural Advantage of Having “The Edge”
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, in-house intellectual capital and customer service experience clients have come to expect.
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Premier Intellectual Capital
Within every Wall Street firm, certain parts of the organization shine above others. While some are known for macro insights, others specialize in fixed income, while others in emerging markets.
At NewEdge Wealth, we have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals. We have also assembled an Investment Advisory Board comprised of world-renowned investors and strategists to complement our own expertise in assessing the broad investment landscape and thinking about “what’s next.”
No Organization Has a Monopoly on Great Ideas
Investment Advisory Board
Robert Sechan
John Straus
Cameron Dawson, CFA®
Kyle Bass
Leon Cooperman
Steven Einhorn
Thomas Lee
Robert Matza
Robert Sechan
John Straus
Cameron Dawson, CFA®
Kyle Bass
Leon Cooperman
Steven Einhorn
Thomas Lee
Robert Matza
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Insights from NewEdge Wealth
Quality-Focused Investing at NewEdge Wealth
Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.
A Letter from John Straus, Jr.
Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.
Diverse Teams Create Diverse Results
From policy to culture, diversity plays a significant role in attracting talented, creative, and innovative people from across the globe. NewEdge Wealth is purposeful in building teams that are reflective of the world that we live in and the clients we serve. As we always have room to grow, we encourage our peers to do the same.
“Hi Risk, I’m Human.”
Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.