Our Practice & Philosophy
For most clients, we manage the bulk of family financial assets in collaboration with their team of existing advisors, including attorneys, accountants, and real estate professionals. Your dividend is the stress-free time you will have to pursue in life what you do best and enjoy most.
Our tailored investment process takes into account historical knowledge and a deep understanding of the human behavior of markets. Proprietary software, unique quantitative strategies, and in-depth performance tracking are at the heart of our method. We invite you to review our record.
Our team will custom-build a framework that matches your lifestyle and financial goals. We provide cash flow analysis, educational and philanthropic planning, and financial modeling. Our experience and entrepreneurial spirit guide our effort to tailor strategies that will grow the real value of your wealth for generations to come.
The Responsibility of Wealth
With wealth comes responsibility and unique considerations: personal, family, social, philanthropic, and finally the stewardship to sustain wealth. Every family is different; at Edwards Asset Management, we structure highly customized, boutique, investment management strategies. Strategies smartly designed to align you and your family’s specific needs, priorities, and aims.
From our very first meeting, you will benefit from a team with extensive financial experience serving clients and meeting your investment needs. We focus on serving successful individuals and their families, as well as providing specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.
We take a very disciplined and personal approach to managing your money. As a PIM Portfolio Manager among a select few at Wells Fargo Advisors Financial Network, Bob is qualified to use his experience in a discretionary relationship, when appropriate, to help you plan to achieve long-term goals you’ve set for your portfolio.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a description of our services. The minimum account size for this program is $50,000.