EdgeTech Analytics is a software and analytics provider headquartered in Fairlawn, Ohio, that supports independent investment advisors and other financial professionals. EdgeTech Analytics develops and licenses computer software tools used for model composition, portfolio construction, asset allocation, and investment selection. Because EdgeTech Analytics exclusively serves financial professionals rather than individual retail investors, EdgeTech Analytics does not directly manage client portfolios or execute trades. Instead, financial professionals utilize EdgeTech Analytics' software to manage their own clients' accounts. EdgeTech Analytics charges licensing fees to advisors based on a negotiable percentage of the assets influenced by the software output. The firm was founded in 2007 by Alan W. Scofield.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.