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.

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EDGECO COMPANIES

AmericanTCS logo

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

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...

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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...

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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...

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 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)...

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EdgeCo Announces Agreement with Touchstone Retirement Group

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.

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EDGECO HOLDINGS CAREERS

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