Our Founder

Performance matters, fees matter, advice matters, people matter. Our experience and entrepreneurial spirit guide our effort to tailor strategies that are designed to grow the real value of your wealth for generations to come.

Robert T. Edwards

Chief Executive Officer, Chief Investment Officer, Senior PIM® Portfolio Manager

Recognized as a Forbes Best-in-State Wealth Advisor in 2020, 2021, and 2022 a Five Star Wealth Manager 2012 - 2021, a Barron’s Top 1,000 Financial Advisor 2010 - 2014 and a Barron’s Top 1,200 Financial Advisor 2015 - 2019 in the U.S., Bob Edwards has over 30 years of experience serving clients in Naples.

In addition to delivering personalized guidance and expertise to clients, Edwards has counseled fellow wealth managers and has been a frequent investment industry speaker in major markets across the country.

A resident of Naples for more than 40 years, Bob serves on the board of the Baker Museum, Artis–Naples, and the Guggenheim Museum in Venice. He is also a trustee of the Naples Children & Education Foundation.

Bob and his wife Terry have been named Man and Woman of the Year by Gulfshore Life magazine. Naples Art Association recognized their contributions to the arts with the Community Impact Award, and they are recipients of the Mending Broken Hearts Award by The Shelter for Abused Women & Children. They have also received the Stars in the Arts award from the United Arts Council.

Bob has been named a Super Man by Naples Illustrated magazine. In 2015, Bob was selected by the Naples Daily News for its "25 Over 50" class of accomplished leaders honored for their vision, talent and impact on our community. Bob and Terry are former chairs of the Naples Winter Wine Festival as well as the Naples Zoo gala.

Collectors of modern art, the Edwards’ art-filled home is a regular stop for visiting museum groups and often hosts patron events for non-profit organizations.

Their son Rob, with an MBA from the University of Notre Dame College of Business, is also a financial advisor. Their daughter Alexandra graduated from Columbia University and Yale Law School and practices corporate law in New York. Their younger son Jack received his undergraduate degree from Vanderbilt University and master’s from Duke University and works as a marine resource economist in Washington DC.

Footnotes

  1. 1. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  2. 2. The Five Star Wealth Manager award was issued on 2/1/22 by Five Star Professional (FSP) for the time period 06/14/2021 through 12/10/2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 740 Southwest Florida wealth managers were considered for the award; 73 (10 percent of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

    • Award issued on 2/1/21 by Five Star Professional (FSP) for the time period 06/1/2020 through 12/18/2020. 750 Southwest FL wealth managers were considered for the award; 66 (9% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/20 by Five Star Professional (FSP) for the time period 05/20/2019 through 12/20/2019. 687 Southwest FL wealth managers were considered for the award; 74 (11% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/20 by Five Star Professional (FSP) for the time period 05/30/2018 through 12/20/2018. 707 Southwest FL wealth managers were considered for the award; 68 (10% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/18 by Five Star Professional (FSP) for the time period 06/2/2017 through 12/27/2017. 646 Southwest FL wealth managers were considered for the award; 63 (10% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/17 by Five Star Professional (FSP) for the time period 04/26/2016 through 12/21/2016. 477 Southwest FL wealth managers were considered for the award; 124 (26% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/16 by Five Star Professional (FSP) for the time period 07/31/2015 through 12/31/2015. 426 Southwest FL wealth managers were considered for the award; 128 (30% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/15 by Five Star Professional (FSP) for the time period 07/31/2014 through 12/31/2014. 685 Southwest FL wealth managers were considered for the award; 161 (24% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/14 by Five Star Professional (FSP) for the time period 07/31/2013 through 12/31/2013. 883 Southwest FL wealth managers were considered for the award; 142 (16% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/13 by Five Star Professional (FSP) for the time period 07/31/2012 through 12/31/2012. 651 Southwest FL wealth managers were considered for the award; 158 (24% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/12 by Five Star Professional (FSP) for the time period 07/31/2011 through 12/31/2011. 590 Southwest FL wealth managers were considered for the award; 163 (28% of candidates) were named Five Star Wealth Managers.
  3. The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  4. The Barron’s Top 1,200 State by State Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Robert T. Edwards