NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX

NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms. This expansion builds upon NewEdge’s existing relationship with Halo Investing, a platform focused on protective investments, which will serve as NewEdge’s distribution partner on both Envestnet and SMArtX, further broadening access to its sophisticated investment strategies for over 100,000 advisors nationwide.

This offering provides third-party financial professionals and institutions access to many of the same strategies NewEdge Wealth utilizes to help ultra high net worth clients achieve their financial goals. With a forward-thinking and adaptive approach to wealth management, NewEdge Investment Solutions supports investment strategies that are often difficult to access or have structural advantages for clients.

“The expanded access to our Structured Note Strategies platform allows advisors and institutions outside of our own to leverage the expertise and data-informed approach NewEdge Wealth uses to deliver best-in-class wealth management services to our ultra high net worth clients,” said Rob Sechan, Managing Partner of NewEdge Capital Group and CEO and Co-Founder of NewEdge Wealth. “By partnering with Envestnet, SMArtX and Halo, hundreds of thousands of advisors around the country will now be able to consider utilizing Structured Notes in a differentiated way to help clients reach their goals.”

The Next Evolution of Structured Note Investments

NewEdge Structured Note Strategies aims to simplify the utilization of Structured Notes for clients, advisors and institutions while seeking to mitigate their biggest risks and adding value through active management, trade auction technology and economies of scale that few can match. Specifically, NEIS offers two distinct solutions to enhance and diversify a client’s investment portfolio: the Structured Note Income Portfolio (SNIP) and the Structured Note Advisory Portfolio (SNAP). The SNIP and SNAP strategies are among the first Structured Note Separately Managed Accounts (SMAs) available on Envestnet and SMArtX's platforms.

NewEdge Structured Note Strategies Portfolio Manager Michaelangelo Dooley, CFP^®, added, “The demand for our differentiated investment strategies continues to grow at incredible speed as financial advisors and institutions look for better ways to invest, manage and supervise Structured Note Portfolios. While Structured Notes can be powerful investment tools, traditional implementation methods can leave much to be desired. Our strategies are designed to provide better investment outcomes with Structured Notes while respecting the time of the advisors and institutions that look to implement them.”

NewEdge Investment Solutions, a division of NewEdge Wealth, is a GIPS (Global Investment Performance Standards) compliant firm. Since its inception in late 2023, the division has expanded to $4.1 billion in AUM overseeing 11 investment strategies.

About NewEdge Wealth

NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 450 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, is the wealth management business unit of EdgeCo Holdings LP, which has over 900 employees.

NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor to create a stronger, more personal relationship. Investment advisory services are offered through NewEdge Wealth, LLC, a registered investment adviser. Securities are offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation. For more information, visit www.newedgewealth.com.

*Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.

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