Edgar Investment Management, LLC

The firm provides financial planning and portfolio management to a mix of private individuals and institutional or business clients, explicitly including corporate pension and profit‑sharing plans, charitable institutions, foundations and other institutional accounts. It manages small to large portfolios and generally does not impose a formal account minimum while reserving the right to decline engagements that would be uneconomic or outside its expertise.

Investment decisions are driven by fundamental analysis using top‑down and bottom‑up approaches and are implemented within a strategic asset allocation framework that is rebalanced on a calendar or percentage‑threshold basis. When appropriate and directed by clients, the firm may employ more active techniques—tactical asset allocation, derivatives, or alternative investments—while weighing transaction costs and portfolio constraints.

Noteworthy aspects include a principal with combined investment and accounting credentials (CFA, CAIA, CPA, CIMA) and prior experience operating an accounting practice, and the firm’s explicit readiness to advise corporate and pension plan clients—an offering that is less common among small independent advisers. The firm follows CFA Institute codes of conduct, provides its Form ADV brochure on request, and documents client‑specific constraints through customized Investment Portfolio Statements.