How Investment Advisors Use EdgeTech Analytics Research

EdgeTech Analytics, LLC provides research tools for a select group of investment advisors. These advisors are provided with a laptop computer that contains our research technology, and supplies the advisor with the latest market data. Once a model is completed by the EdgeTech Analytics, LLC, Investment Technology staff, the individual investment advisor can review that model on his/her computer. The advisor then creates a portfolio, or in some cases, multiple portfolios, with the models, in accordance with the client’s end goals, objectives and risk parameters. Only the Investment Advisor can assess what models are suitable for a specific client. EdgeTech Analytics, LLC, does not offer individual suitability determinations for Investment Advisors.

The Investment Advisor's understanding of a client's wants, needs and risk tolerance is the most valuable part of this modeling system, which is why you won’t find EdgeTech Analytics, LLC's technology in the hands of every financial professional. It’s rare to find advisors that qualify to use our technology. They must have a deep desire to perform a daily assessment of a client’s holdings and be willing to spend time learning skills such as profit capture techniques and stop-loss parameters. Additionally, most of our advisors make significant investments in technology tools to help them manage the modeling system.

If your advisor is using our technology, you can be confident that he or she has been trained on the system, know how to use the technology and is committed to bringing you the most value possible. If you would like to see if your advisor has qualified to use our technology, please contact us at 330-668-2616, we will be happy to evaluate your advisor or make a referral to an advisor near you who is approved to use our technology.