Welcome to SEDG Financial Services, Corp.

We are a Registered Investment Advisory Firm* specialized in managing portfolios of publicly traded securities for individuals and corporations. We prioritize the relationship development with our clients and focus in maintaining a clear channel of communication to ensure that goals and expectations are aligned with their personal interests.

Our execution is based on Transparency, Honesty and Great Service. We take very seriously the fiduciary responsibility that is entrusted to us and strive to deliver accordingly.

At SEDG, we believe that our clients are our most important asset. The level of comfort with their investment portfolios comes even before the performance results.  Here, the long term commitment is on us!

We invite you to review our site and contact us with questions and/or comments.  

Thank you for visiting!

*Does not imply a certain level of skill or training.