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.
Overview
Advanced Wealth Strategy
Expansive Investment Menu
Premier Intellectual Capital
Advantage Driven Technology
Concierge Personal Service
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
At NewEdge Wealth, our Investment Advisory Board is the cornerstone of our intellectual capital strategy. By combining internal expertise with insights from world-renowned investors and strategists, we’re able to assess the broad investment landscape and anticipate “what’s next.” This dynamic collaboration, bolstered by research from top Wall Street firms, empowers us to deliver actionable strategies tailored to our clients’ goals.
Investment Advisory Board
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
Latest Weekly Summary
Insights from NewEdge Wealth
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?
You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.
Leveraging Uncertainty to Provide Stability
With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.