OUR CLIENTS

who we serve

Our clients have worked hard to achieve serious financial security. But with that wealth comes complexity.

They need more from an advisor than off-the-shelf wealth management models, they need a partner.

At Capital Edge, we are a seasoned, dedicated team providing full-service and sophisticated solutions.

Our client benefit from a network of managers and unique strategies developed by CapitalEdge.

Most importantly, they experience our integrity, loyalty, and top-shelf, individualized attention.

Our high net-worth individual clients typically have unique portfolio or family circumstances and need an advisor who can execute multigenerational wealth management.

Our Clients come to us to preserve capital and increase financial stability.

They need flexibility, a platform that shares the entrepreneurial mindset that helped them achieve their own financial status.

Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients.

We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.

Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.

DECADES OF EXPERIENCE


Capital Edge has been serving as an investment engine for world-class high net-worth individuals for half a decade.

Today, we subadvise a broad ran

  • Development of new investment approaches for changing markets
  • Insights on how to structure and market new products
  • Management of individual portfolios, sleeves of multi-manager portfolios, or an entire asset class throughout a sponsor’s product line
  • Thought leadership from our investors on a wide variety of topics

We Serve as Intermediaries

CAPITAL EDGE serves as investment adviser or subadviser to clients around the world who sponsor mutual funds and other commingled vehicles. Our clients include banks, insurance companies and asset management firms.

Inspired

Plans require action or they are just words – at Spring we work with you to implement your strategic plans

Different

Goals without a plan are just a dream – so at Spring our team of industry experts will work with you to develop strategic plans.

Trusted

Great financial advice starts with an understanding of your personal, financial and lifestyle goals At Spring we help you.