Edgar Investment Management LLC

The firm provides fee-only investment advisory services to individuals and to institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Services listed in the brochure include security selection, asset allocation, and ongoing portfolio management delivered on both discretionary and non-discretionary bases.

The firm emphasizes equity portfolio construction using a proprietary screening process to identify “Stable Growth” companies with at least five years of positive earnings per share, sustained earnings growth (targeting roughly 10% compounded annually), and earnings stability, while generally limiting any single equity to about 5% of a portfolio. Equity holdings are complemented by sector ETFs for diversification and fixed-income exposure primarily via ETFs from established issuers, with a generally long-term, disciplined holding approach rather than frequent trading.

While the firm charges asset-based advisory fees and provides individualized portfolio management (common among independents), it is less typical for a firm of this profile to also accept institutional clients such as pension and profit‑sharing plans. Operationally the firm uses unaffiliated custodians (it does not custody client assets) and does not vote client proxies; it also emphasizes regular personal client contact and manages accounts under agreed discretionary authority.