We believe you will enjoy working
with your family partner at Blue Edge:
pleasant yet brutally
Our Key Beliefs
Investing is Key
The most important aspect of wealth management is investing, which our team keeps as their primary focus. A robust financial architecture needs to be created around this core which we can help integrate for you.
Client is a Partner
Successful investing is achieved through a two-way partnership with you built on trust, communication & transparency.
Being independent, allows us to sit on your side of the table and identify & partner with the best-in-class institutions & managers most suitable for each of the diverse aspects of the family wealth.
Common Sense Investing
Experience has taught us the value of Common Sense in Investing Success. If it does not make sense, we simply don’t do it. It just makes good old-fashioned sense to us to think & operate like that.
Sophisticated yet simple
We enable our clients to navigate through market cycles, investment trends & market noise by sticking with an investment philosophy which is sophisticated in construct yet simple to consistently implement.