Over the last 10 years, my firm has come to trust and rely on Al and his team at EdgeTech Analytics for what we feel is one of the best asset management tools in the business. Participation and Protection are not often seen in the same sentence, but my clients have comfort knowing that we have a defined process in place that responds to market movements, no matter the direction. ETA continues to innovate and we are fortunate to not only refer to the entire EdgeTech team as partners, but also friends.

I have worked with the team at Edgetech for over 17 years, even before they transformed into Edgetech to serve the financial advisor community in helping them manage risk through asset management tools. At that time, the team was operating an RIA serving their own clients and convinced by other advisors to help them, including me, looking for solutions they were implementing already. Thanks to Edgetech, I was able to navigate through 2008 and 2020, and all the other years before and in between, with confidence. This was accomplished by my utilization of Edgetech tools to serve my clients with their strategies that balanced growth and significant downside solutions vs riding out the storm at all costs however low markets may go. This has been a powerful tool that has given me and my clients confidence to stay focused on what really matters about stewardship of financial resources rather than constantly trying to figuring out the illusive fair value of markets.