We fit into your business as “investment research”. You remain the fiduciary on the accounts while using our technology to sift through market information to make more informed investment decisions.
Our technology is dynamic and can work at many types of institutions. If you have NTF lists, trade restrictions, or certain risk requirements, our tailored approach can be built to suit those needs.
We do not manage money directly and work exclusively with advisors and institutions.
We charge an annual basis points fee based on assets directly under advisement by the technology.
We earn every dollar that comes to our technology and, as a result, we don’t require that an advisor commit a certain amount for a designated period.
We recommend scheduling a software demo with one of our team members (can be done by clicking here). This time together is great for learning more about your practice and how EdgeTech best fits.
Our address is 822 Kumho Dr Suite 300, Fairlawn, OH 44333.
You can schedule a software demo with one of our team members by clicking here. This time together is great for learning more about your practice and how EdgeTech best fits.
EdgeTech is for any financial professional who would like a dynamic solution for their client portfolios. We work with all financial professionals, from independent registered investment advisers to broker-dealers and everyone in between. Contact us today to learn more.
Yes. Our Target Volatility portfolios offer minimal trading with the backing of EdgeTech’s leading-edge analysis.
No, you will receive signals to buy and sell.
Security is our top priority. Our web application is hosted from servers at our home office. We have invested heavily in protecting these servers with the latest cybersecurity products and methods. We do not have access to any of your client data.
Once onboarded you will receive a designated contact here at the EdgeTech home office who will work with you in all matters of support during your relationship.
Tactical investing is an active investment strategy that constantly monitors portfolio allocations and seeks to invest in what is working right now.
Our software analyzes the prices of Stocks, ETFs, and Mutual Funds.
Yes, we have developed sophisticated mathematical algorithms that work behind the scenes to analyze market price data. The focus is only on prices so it is an objective approach to markets as opposed to subjective opinions about markets.
Our algorithms developed and innovated over the past 40 years work behind the scenes to analyze market data to deliver buy and sell signals for your unique portfolio.
You can receive signals through e-mail and we also have a web application that you can sign in to.
Yes, portfolios are back tested with simulated trades and performance. Remember that back testing does not represent actual performance and is only a tool for determining how a portfolio of investments might have performed in the past.
All investing involves risk. EdgeTech’s technology seeks to mitigate risk through targeting volatility and through tactical allocation.
822 Kumho Dr Suite 300, Fairlawn, OH 44333
Phone: (330) 668-2616 | info@edgetechanalytics.com
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