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Counting Yens

Investment Management

CFA-Led Investment Strategy — Independent, Adaptive, and Accountable

At Atlantic Edge Wealth, investment management is never outsourced. It’s led directly by our in-house team of three CFA® Charterholders, supported by institutional research and grounded in decades of experience. We believe managing wealth is about discipline, not drama — and that your portfolio should be clear, cost-effective, and tactically aligned with your goals.

  • Personal Discovery
    We begin by listening. What matters to you? What does success look like for your family? Before we touch numbers, we take the time to fully understand your priorities, concerns, and desired outcomes.
  • Financial Clarity
    We gather and review all the moving parts — income, accounts, insurance, liabilities, real estate, taxes, and estate documents — to build a complete picture of your financial life. This clarity is the foundation for every recommendation.
  • Organization & Simplification
    We consolidate fragmented accounts and connect everything to your personalized client portal, giving you a single, real-time view of your finances — updated daily and accessible anytime.
  • Scenario Planning & Opportunity Analysis
    This is where strategy meets simulation. We analyze your current trajectory, explore trade-offs, and show you what’s possible — whether that means retiring sooner, spending more confidently, buying a second home, or supporting your children and future generations. We map out these options and clearly show the trade-offs, using conservative assumptions and tested planning models.
  • Portfolio Strategy Design
    Your plan dictates your investment strategy — not the other way around. We determine the asset allocation and investment approach needed to support your plan’s goals, then implement it in collaboration with our Investment Committee, led by CFA® Charterholders.
  • Strategic Coordination
    We ensure your financial, tax, and estate strategies are working in sync. We’ll work with your existing CPA and estate attorney or connect you with trusted partners to ensure everything from account titling to gifting is executed with intention.
  • Plan Delivery, Monitoring & Refinement
    You receive a comprehensive retirement plan — backed by real analysis and built for long-term clarity. We update your plan regularly, rerun projections after major life changes, and meet with you as often as needed to stay aligned and proactive.

Built Around You — Not a Platform

We have complete investment independence — no proprietary products, no broker commissions, and no backroom incentives. That means we’re free to build the portfolio that’s best for you — not the one a platform needs us to sell.

SEC-Registered Investment Advisor

 Fiduciary at all times

Charles Schwab as independent custodian

Transparent fees: we only do better when you do better

Real Communication, Real Reporting

You’ll never be left wondering how your money is invested or how your performance stacks up. Our team provides:

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  • Clear performance reports benchmarked to relevant indices

  • Ongoing portfolio commentary — not from Wall Street, but from us

  • In-person or virtual meetings as often as you need them

  • A personalized dashboard with real-time portfolio views

 

Our goal is simple: you should always understand what you own, why you own it, and how it’s doing.

Business Meeting

Want a Second Opinion on Your Portfolio?

If you’ve crossed the $1M mark in investable assets or have a more complex financial
picture, our team can provide an honest review of your current strategy — with clear,
actionable insights and no sales pressure.

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