What does the average Edenview Investment Partner look like?

On the surface our Investment Partners may appear the same as most people who are invested in the stock market today; they want their hard-earned money to provide better returns than stock indexes or equity funds have been returning.

But that tends to be where the similarities end.

Our partners are looking for the personalized attention their investment receives as opposed to the buy and hold thinking that most investors may have experienced elsewhere. They have high expectations and are commited to the Partnership.

We do not manage our Partners' entire investment portfolio, nor do we want to. The Partnership is designed to manage part of an investor's core holdings and to deliver superior returns on their invested capital. Our Partners place trust in our management style and expertise.

Our Prospective Partners are tired of paying huge fees for services they do not require. Paying annual fees to have someone watch your portfolio that essentially does not change year after year is not why anyone should hire a financial advisor.

An investment in this type of Partnership is intended to be a long-term commitment. We ask our investors for at least a 5-year involvement. However people's financial positions are dynamic and if someone should need to withdraw a portion of their investment earlier - they may do so at the end of a quarter assuming they provide us with at least 30 days notice. As far as tax implications are concerned, as usual with complex financial issues, it is best to consult with your tax advisor.