Investing with Blue Edge Capital
Regular communication with team members
Access to a comprehensive on-line reporting portal
Daily transparency on portfolio and performance
Timely monthly performance reports and comprehensive quarterly letters
Account Transitions & Onboarding
Custody of Client Investment Assets
Client assets are held and safe-guarded with qualified custodians. In an effort to reduce their all-in cost of management, we encourage our investors to custody their accounts with custodians that have robust platforms yet do not charge custodian fees or trading commissions on stocks and ETFs. BEC is not affiliated with any custodian, and we can work with most providers.