We know you want to be proactive in managing your investments and meeting your financial goals. Whether you’re young and eager for aggressive growth, looking for balance in mid-life, or nearing retirement and want a conservative approach, your investment strategy is personal, and you want it customized for your needs.
Our technology works on your behalf to review market data and use proven mathematical analysis to deliver management insights to your advisor to help them make the right move for you, your risk tolerance, and financial goals.
ACTIVE MANAGEMENT WITH A MATHEMATICAL-BASED PROCESS
We believe in a continuous, evidence-based assessment of price —
and price alone. By removing subjectivity and emotion from the process, we offer a more disciplined, mathematically-driven approach to investing. EdgeTech seeks to help investors mitigate risk while participating in growth opportunities that exist in the ever-changing environment of today’s financial markets.
The EdgeTech system is regimented and disciplined in a manner that adds an unemotional approach to the purchase and sale of each investment. The system tracks price movements of over 2,600 potential investments and looks for advantageous entry points, while at the same time calculating exit strategies for each investment. The technology seeks to make a decision based on what is working now, not on what might be working, or what has worked in the past.
REACTIVE AND PROACTIVE
HIGH TECH MEETS HIGH TOUCH
Our proprietary computer algorithms provide detailed buy-and-sell recommendations to your advisor, so that all of the criteria for when to buy, as well as when to sell, are available immediately. An advisor trained by EdgeTech develops the skills needed to create unique portfolios tailored to your individual needs, and then monitor and evaluate those portfolios on a daily basis.
Based on your investment goals, a portfolio of possible investments is selected.
When your day is coming to an end, our technology goes to work using a seven-factor algorithm to measure the prices of the investments in your portfolio.
EXPECTED INVESTMENT PERIOD (EIP)
A mathematically determined minimum hold for an investment to help avoid excessive trading and whipsaw. This increases the probability of a successful trade — we take the guesswork out of it.
GETTING BACK IN
If the technology needs to exit the market, the algorithm reevaluates daily to determine when you should go back in. Assets are identified that have a higher composite score than cash. Then the recommendation is made to purchase those assets.
An ever-changing market requires EdgeTech’s uniquely reactive and proactive portfolio technology. Our quantitative approach, along with your advisor’s guidance, provides a custom-tailored investment portfolio to help accomplish your financial goals.
Stop worrying about what the market is doing. Turn the news shows off once and for all. EdgeTech has a plan for any type of market activity. You have an investment solution that your advisor can use to completely customize your asset allocation according to your risk tolerance and goals, and react to market moves using data, not emotions or hunches.
Keep your human relationship with your advisor, not with your money. EdgeTech gives you the power to make informed decisions, not knee-jerk reactions, so you can rest easy knowing there is a process in place to help you meet your financial goals.