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About Us
A Message from Tad Edwards
Our Mission Statement
Our Locations
Holding Company

History & Generations

Our People
Benjamin F. (Tad) Edwards IV
Martin “Marty” Altenberger
Cynthia “Cindy” Becker
Robert Bedenikovic
Bruce Buerkle
Julie Cerri
Michael Chitwood
Kortney Christensen, CFP^®
E. Allen Cole
Sue Cope
Gina Dickerson
Dayna Douglas
Sandra “Sandy” Dye
J. William “Bill” Forrester
Terri Frigerio
William “Bill” Gardner
Craig Harrison
Casey Jackson
Colleen Johnson
Chris Keller
Nina Law
Tom Martin
Jim Masterson
Peter McCarthy
Ann McLaughlin
Mathew Mower
Wayne Pennington
Michelle Reilly
Gregg Richter
Brooke Romero
Diane Singler
Vanessa Somerville
Kristen Southerland
Yvonne Trentman
Albert “Al” Tylka
Joanne Welker, CFA
Bill Wisdom

Investment Services
Benjamin F. Edwards Client Portfolios
Benjamin F. Edwards Private Portfolios
Products
Advisory Services
Confluence Investment Management
Laffer Investments
Russell Investments
Benjamin F. Edwards Mutual Fund Portfolios
Russell Model Strategies
Benjamin F. Edwards Exchange Traded Fund Portfolios
Benjamin F. Edwards Separately Managed Portfolios
Lockwood Asset Allocation Portfolios
Lockwood Investment Strategies
Online Account Access
Third Party Service Providers

Career Opportunities

Contact Us

News

NetExchange Client Account Login

Disclosures
Important Disclosures
Mutual Fund Sales Charges and Breakpoints
Mutual Funds - Understanding Fees
Mutual Funds - Sales Charges
Mutual Funds - Revenue Sharing
Margin Disclosure Statement
Business Continuity Plan
Privacy & Security
Safeguarding Confidential Information
Information We Need From You
Online Privacy and Safety
Order Routing & Execution
Terms of Use
SIPC Coverage
Advisory Program Disclosures