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Personalized Financial Services

Your choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Transforming Assets 

Intelligent Edge is a full service investment banking and capital markets boutique with a global reach, but we’re much more than that. We have a unique specialty — planning, structuring and executing creative exit strategies with maximum tax efficiency. We’re a team of nationally recognized experts dedicated to collaborating with the trusted advisors to wealthy families and business owners to monetize and otherwise maximize the utility of their clients’ concentrated wealth, including:

  • Privately-held businesses
  • Highly appreciated positions in publicly-traded stock
  • Commercial real estate

When your clients are considering a liquidity event, we'll give them an Intelligent Edge.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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