NewEdge Investment Solutions, a division of NewEdge Wealth, launched in August 2023 as a platform to provide NewEdge Capital Group advisors and external financial professionals and institutions with access to differentiated investment strategies. In the first six months of 2024, nearly a year after inception, the division crossed $3.5 billion AUM and earned GIPS® compliance status, a widely recognized industry accomplishment.
The division has expanded to five portfolio managers overseeing 11 investment strategies, including new municipal bond and small and mid-cap stock strategies. Additionally, it hired Brian Nick, CFA®, as Managing Director, Head of Portfolio Strategy, and Kevin McIntyre as Principal, Municipal Bond Portfolio Manager.
**Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, Inc. and (iii) client assets held at unaffiliated broker-dealers for which we provide supervisory oversight and support services.
