NewEdge Wealth LLC, a registered investment adviser that works with family offices and ultra-high-net-worth families, just announced the launch of a platform that gives financial professionals access to many of its strategies.
The Stamford, Connecticut-based firm, a unit of NewEdge Capital Group, launched in 2020 and is known for its technology-enabled solutions, wealth management and personalized service.
"In combination with providing NewEdge Wealth's ultra-high-net-worth clients with a highly personalized approach to wealth strategy, we believe we have unlocked several investment strategies that adapt to the ever-changing market landscape," said Rob Sechan, NewEdge Wealth co-founder and CEO.
The platform, NewEdge Investment Solutions, seeks to distinguish itself with its approach to investing in structured notes that aims to achieve growth and minimizing portfolio risk.