Alpha Cubed purchases Edge Portfolio Management

December 31, 2015

On December 24, 2015, Alpha Cubed Investments announced the acquisition of Edge Portfolio Management, located in Wheaton, Illinois.

Edge Portfolio Management (“Edge Portfolio”) will operate as a wholly owned subsidiary and continue to serve its high net worth clients in the Midwest. Ed Meek, the founder of Edge Portfolio, will become Managing Director of Client Services for Alpha Cubed Investments’ Midwest division. John Smith, Edge Portfolio’s chief investment officer will be a portfolio manager at Alpha Cubed Investments.

Founded in 1979, Alpha Cubed Investments, based in Irvine, California, is a Registered Investment Advisor that specializes in managing investment portfolios for high net worth clients.

To read the press release: please click here.


Investment Manager M&A, Transactions