Our Approach
Analyze Market Data
EdgeTech’s proprietary software consumes market data using a sophisticated mathematical analysis
Make Recommendations
We provide trade recommendations based on its daily analysis of the market’s price movement
Implement Trades
You can implement these trade recommendations for your clients’ portfolios
Created By Advisors For Advisors
Our technology is an investment solution that you can use to completely customize your asset allocation according to your risk tolerance and goals, and react to market moves using data, not emotion or hunches. EdgeTech gives you the power to make informed decisions, not knee-jerk reactions.
Practice Management
The most valuable time in an advisor’s day is the time that they spend with their clients. Sometimes this has to take priority over administrative, clerical, and investment responsibilities. Let EdgeTech help with the investment responsibilities so you can spend more time with your clients.
Fee Justification
Every aspect of the financial services industry has been hit with fee compression. Cost is only cost in the absence of value and EdgeTech-powered investment strategies can be the difference that sets your advisory practice apart from the competitors.
Legacy Planning
Advisory firms with a quantifiable, repeatable, and transferrable investment management solution can command a higher multiple at the time of sale. EdgeTech can help bring value to your practice no matter what stage of the life-cycle you are in.
Two models. One goal: smarter portfolio decisions.
EdgeTech gives you two distinct ways to engage with the market, each grounded in daily data, not outdated assumptions.
Tactical Edge (Alpha)
Built for responsiveness and performance
- Dynamically rotates assets based on price strength
- Designed for total return focused clients
- Can recommend moving to cash when no strong options exist
- Cash
- Value
- Blend
- Growth
Unproductive investments are replaced with those showing the most strength.
Best for:
Advisors seeking long-term capital appreciation, clients comfortable with tactical shifts, and portfolios where taxes are not a primary concern.
Volatility Target (Beta)
Built for stability and consistency
- Adjusts allocations to maintain a target risk number
- Minimizes surprises for conservative or tax-sensitive clients
- Can help deliver a smoother ride in volatile markets
- Cash
- Value
- Blend
- Growth
- Bonds
Asset classes weightings are adjusted on a periodic basis to reflect market volatility.
Best for:
Advisors prioritizing client comfort, yield-focused strategies, and tax-aware investment management.
Use one. Use both. Customize as needed. Every advisor’s process is different, which is why EdgeTech is built to flex.
- Equities
- Bonds
- Cash
- S&P 500
Sophisticated Analytics, Simple Solutions.
Our technology is specifically engineered to identify emerging trends as well as trends currently underway allowing a portfolio to meaningfully participate in those specific assets. When our technology identifies declining trends, it responds by recommending more defensive asset classes that may include cash.
The speed at which information flows today makes it more important than ever to make informed investment choices. These investment choices should be based on a strategy that is active and quantifiable while filtering out emotional responses and the noise of an ever-growing amount of daily information.
Once you get out of the innovation business and into the justification business, you begin to head out of business.
Markets change, why shouldn’t your portfolios? Clients don’t like to hear that they’ll need to be content with “riding it out”. Let EdgeTech be the dynamic difference maker in your practice.
See EdgeTech in action
We know your time is valuable. That’s why we created an on-demand demo that walks you through how our technology works—without the pressure of a sales call.