Terms like “mutual fund company,” “investment firm” and “wealth manager” are used interchangeably to describe our business. But they don’t tell you much. We look at it like this: Our job is to take your hard-earned money and use our expertise to invest it in a collection of businesses that we think will succeed over a reasonable amount of time. Investing is our passion. As is helping investors like you reach their long-term financial goals.
You can access our four portfolios through your financial advisor. We believe in the value of professional financial advice and that having a good advisor to help you make decisions about your investments can be the difference between going off the rails and realizing your dreams.
Although that’s us in a nutshell, we hope you’ll continue to explore who we are, why we started EdgePoint and how we want to make a difference in your financial life.
Frustrated with seeing our industry become an asset-gathering, sales- and marketing-driven business at the expense of investors’ best interests, we built a company based on a distinct definition of success rooted in the notion that we exist to grow your wealth.
See what drives us
EdgePoint Wealth partners with financial advisors across the country to distribute its mutual funds, which are designed with the goal of building long-term wealth for investors.
EdgePoint Investment Group Inc., an exempt market dealer and investment fund manager for Cymbria Corporation, provides portfolio advisory services to EdgePoint Wealth and Cymbria Corporation.