Riversedge Advisors

RiversEdge Advisors, LLC, also known as RiversEdge Advisors, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm was established in August 2018 and is owned and operated by Brian J. Carney, Jarrett F. Morris, and Timothy J. Mihok. RiversEdge Advisors offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, retirement plans, and insurance companies. The firm provides customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning services, and retirement plan advisory services. The investment philosophy is based primarily on modern portfolio theory, with a focus on exchange-traded funds (ETFs), mutual funds, individual equity securities, and fixed income securities. RiversEdge Advisors encourages long-term investment approaches tailored to each client's unique situation. The firm charges fees for advisory services based on a percentage of assets under management, with additional fees for financial planning and consulting services. RiversEdge Advisors does not compensate solicitors for client referrals. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over the selection and amount of securities bought