TECHNOLOGY ENABLED
FINANCIAL SOLUTIONS
For over four decades, EdgeCo® Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions.
EDGECO COMPANIES
AmericanTCS has been collaborating with financial intermediaries to provide successful financial outcomes for almost 50 years. At AmericanTCS, investor success isn’t a marketing slogan, it’s our mission and we have the data to prove it. AmericanTCS is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, our culture embraces a spirit of support and dedication to helping you achieve your goals.
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 40 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $30 billion in client assets and supports over 300 financial advisors across more than 75,000 client accounts.
EDGECO COMPANIES IN THE NEWS
Q4 2023 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on a positive note with a total annual return of 17.36%. Because 401(k) participants are long-term investors it is important to take a step back and...
NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm Stamford, Conn. – Jan. 10, 2024 – NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth...
NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM
NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year PITTSBURGH, Dec. 12, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that...
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group PITTSBURGH, Dec. 4, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...
Q3 2023 AmericanTCS 401(k) Composite Benchmark
In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%. The Benchmark closely aligns with a traditional 60/40 investment strategy. Although the 60/40 mix has historically performed well for investors, that strategy struggles when both equities...
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Second Consecutive Year
Wealth Management Firm Rises to No. 14 in Second Year of Eligibility PITTSBURGH, Oct. 17, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that it has ranked...
NewEdge Wealth Welcomes Michael Kramer to Stamford Office
Experienced Wealth Manager Joins NewEdge from First Republic Investment Management STAMFORD, Conn., Oct. 16, 2023 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and...
Q2 2023 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark returned 4.66% in the second quarter of 2023. Following a challenging market in 2022 that delivered a decline of -16.70% to the 401(k) benchmark, 2023 has been a welcome change with a YTD return of 10.28%. Because 401(k)...
Mid Atlantic Trust Company Announces it is Rebranding to American Trust Custody
The rebrand of Mid Atlantic Trust Company to American Trust CustodySM is part of the previously announced launch of AmericanTCSSM, which brings together all of the trust, custody, retirement, wealth, and technology operations of EdgeCo Holdings under a single...
EdgeCo Announces Agreement with Touchstone Retirement Group
EdgeCo Holdings announces agreement with Touchstone Retirement Group to join its AmericanTCS business unit as part of the firms national expansion of AmericanTCS’s outsourcing services. The addition of Touchstone Retirement Group’s deep knowledge in fiduciary and administrative services, plan design and recordkeeping solutions are a key component of the deal.
EDGECO HOLDINGS CAREERS
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