Edelman Financial Engines — Contact Email, Phone & Team

Overview

Edelman Financial Engines is a prominent independent investment advisor headquartered in Sunnyvale, California. The firm offers comprehensive financial planning and investment advisory services, managing assets across various classes, including fixed income, equities, commodities, real estate, private equity, hedge funds, infrastructure, and venture capital. Their client base spans individuals, institutions, and large employers, reflecting a broad geographical focus within the United States. The firm's investment strategy encompasses a wide range of stages, from growth and late-stage investments to pre-IPO, buyouts, turnarounds, and distressed assets. This diverse approach allows Edelman Financial Engines to cater to a variety of investment needs and objectives. Their expertise extends across multiple industries, including financial services, technology, healthcare, consumer goods, energy, telecommunications, utilities, materials, industrials, real estate, consumer services, and more. Edelman Financial Engines has a strong track record, having been recognized as the nation's top independent Registered Investment Advisor by Barron's for multiple consecutive years. This accolade underscores their commitment to delivering high-quality financial planning and investment management services to a wide array of clients, from individual investors to large institutions and employers.

Investment Focus

Accredited investor status required for certain investment opportunities

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilJPMorgan ChaseProcter & GambleVisaPfizerTeslaBerkshire HathawayWalmartChevronCoca-ColaPepsiCoHome DepotMcDonald'sDisney

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Frequently asked questions about Edelman Financial Engines

What sectors does Edelman Financial Engines invest in?

Edelman Financial Engines invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Edelman Financial Engines is listed as a institutional investor in the ConnectSafely investor database.