Who We Are
We’re employee owned and investment led, and we follow a time-tested approach managing our clients’ money.
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 seven 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.
Our Story
What inspired us to join together to create EdgePoint? Get the straight goods from our founders on why it matters that they established EdgePoint this way.
* Employee ownership as at December 31, 2023. Internal partners are normally offered the opportunity for ownership at the end of their first calendar year of employment.
New to EdgePoint?
Getting to know each other is the start of any long-term partnership. We've put together a quick guide to show why we might be a good fit for you.
Investing is our passion.
As is helping investors like you reach their long-term financial goals.
A belief system, not a brand
EdgePoint is the brainchild of a group of investment professionals who share a common set of beliefs. Namely, that we could provide an alternative to the standard fare of mutual fund companies that didn’t seem to have their priorities straight. From our conversations with investors and their advisors, we saw an opportunity in the marketplace for a company like EdgePoint – one that:
puts investors at the forefront of all business decisions;
believes in direct and timely communication;
takes a stand against costly product structures;
invests its own money in its products alongside its investment partners;
places high value on unrivalled service;
uses investment results and not asset growth as its benchmark for achievement;
focuses on being a valued partner to a few versus everything to everybody.
For all of these reasons, we believe we offer the “more” you’re looking for from the people you entrust to build your wealth.