Analyticedge Finance

Overview

Analyticedge Finance is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves both individual and family clients as well as institutional relationships, and operates as a capital allocator—selecting third-party managers and structuring portfolios rather than simply packaging model portfolios. Its advisory work spans financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. The firm also acts as an insurance broker, which aligns with its use of annuities in client solutions. Investment preferences tilt toward equities, with a clear emphasis on non-exchange traded equity positions rather than broad public market beta. Analyticedge Finance does not position itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices