NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies
NEW YORK, July 23, 2026–(BUSINESS WIRE)–NewEdge Capital Group, LLC, announced today that Structured Note Strategies offered by NewEdge Investment Strategies on Envestnet’s platform can now be managed alongside other investment strategies in the same account through a Unified Managed Account (UMA), extending the breadth of investment solutions available through the industry leader in Adaptive WealthTech.
Wealth managers can utilize UMAs to incorporate NewEdge’s Structured Note Income Portfolio (SNIP) and Structured Note Advisory Portfolio (SNAP), which were among the first Structured Note Separately Managed Accounts (SMAs) available through Envestnet.
“Our financial advisors need simple solutions to meet the complex wealth management needs of their clients, and this is one way to streamline investment strategies,” said Michaelangelo Dooley, NewEdge’s Structured Note Strategies Portfolio Manager. “Research shows the adoption of SMAs and alternatives continues to be a focus for many firms, and UMAs enable their use in a more scalable manner.”
NewEdge Investment Solutions is part of NewEdge Wealth, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients. NewEdge Wealth, along with NewEdge Advisors, comprises NewEdge Capital Group.
Rising track record
Introduced in 2021, NewEdge Investment Solutions’ SNIP and SNAP solutions seek to deliver protected and consistent portfolio returns while mitigating the challenges and risks often associated with investments in Structured Notes.
The solutions have more than $800 million in assets under management and are available on several custodians and through several investment platforms including Envestnet, Dynasty and SMArtX.
Expanded NewEdge Investment Solutions
Launched in 2023, NewEdge Investment Solutions is a platform designed to provide third-party financial professionals and institutions with access to many of the same GIPS-compliant strategies NewEdge Wealth utilizes to help its own ultra high net worth clients achieve their goals.
A team of four chartered financial analysts oversees $5 billion in assets under management.
About NewEdge Capital Group
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group represents a fundamental reimagining of what a financial services firm can be when it’s designed by Advisors for Advisors. As an invitation-only firm for already successful advisors, resources are focused on helping top performing advisors reach the next level in their careers. NewEdge provides exceptional talent, cutting-edge technology and institutional-grade resources that create a structural advantage for elite advisors and their clients.
