Structured Notes in a Portfolio
Edge Financial Advisors
Edge Financial Advisors Founder Ed Meeks and Partner James Alexander discuss how they use Structured Notes to provide diversification and income growth potential for their clients.
Explore the differences between Income Notes and Growth Notes, learn how they are issued, and what opportunities you may be able to leverage by partnering with a professional investment team specializing in this market.
Structured Notes for Income
Ed Meek of Edge Financial Advisors explains how Income focused Structured Notes work and how his team use them to help their clients earn steady income and the risk factors that they work to mitigate.
Structured Notes for Portfolio Growth
Structured Notes offer investors a unique way to profit from rising equity prices over time. Learn from James Alexander and Ed Meek how Edge Financial Advisors uses growth focused Structured Notes to add alternative diversification to their client portfolios.
Pricing & Liquidity of Structured Notes
Structured Notes offer investors a unique way to participate in stock market growth over time with a unique set of risk factors providing alternative investment diversification. Ed Meek discusses the process of buying and selling Structured Notes and how liquid they are as an investment vehicle for his clients at Edge Financial Advisors.
Leveraging Professionals to Earn Excess Returns in Structured Notes
In a modern world with easy access to information and investment options, Structured Notes still favor professional investors with experience, relationships, and most of all negotiating power.
Learn from Ed Meek & James Alexander how their team at Edge Financial Advisors deploy their expertise to earn excess returns for their clients in the Structured Notes market.