Edgewater Asset Management

read moreEdgewater Asset Management serves a limited clientele with personalized investment programs, wealth management and tax strategies to maximize your expectations for life. We specialize in individuals, families, trusts, pensions, and corporations seeking attractive returns from their entire portfolio. Our fiduciary business model encompasses an entire financial framework for high quality growth in a tax-managed environment. Our nimble ability allows us to customize investment portfolios based on the big picture including all your financial assets -- not just those managed by Edgewater.

read moreEdgewater was founded in 1996 by Lynne Mallory and Steven Winter. The company operates from southeastern Virginia and serves clients all over the United States. Collectively, they bring over 65 years of experience, with professional training and practical experience while working in various financial institutions on both coasts. Before starting Edgewater, Lynne traded on Wall Street for 11 years working with financial firms Chase Manhattan Bank, Diawa Securities, Industrial Bank of Japan -- where she was the highest ranking American woman -- and Merrill Lynch.