Benjamin F. Edwards Equity Portfolios

Our Equity portfolios provide investors with a professionally managed account of individual stock positions. Edwards serves as the portfolio manager relieving you of the stress of knowing when to buy, sell or hold an individual stock. Our inaugural EDGE 40 strategy (Edwards Dividend Growth Equity) focuses on U.S. stocks with three primary characteristics: quality, growth, and an investor-friendly dividend policy. This portfolio holds 40 individual stocks.  EDGE 40 is constructed using a quantitative factor model that the investment team relies on to screen potential investments. The Edwards team also employs a qualitative overlay to ensure proper diversification and prudent portfolio management practices. The strategy is benchmarked to the S&P 500 and its sector allocations align with this benchmark.  With EDGE 40, you have access to a cost-sensitive, high quality diversified portfolio of dividend-paying stocks. EDGE 40 has the potential to achieve long-term capital appreciation while also generating cash flow. Account Minimum: $50,000.

Dividends are not guaranteed and are subject to change or be eliminated at any point without notice.