Edgemont Investment Management, LLC

Edgemont Investment Management, LLC provides discretionary investment supervisory services and manages advisory accounts for individuals, trusts and estates, corporations, and pension and profit‑sharing plans. The firm reports managing approximately $60.8 million across a limited number of client relationships and monitors accounts on a quarterly basis with at least annual client reviews.

The firm evaluates each client’s financial circumstances, goals and risk tolerance to recommend an asset allocation and then selects individual equities, bonds and mutual funds using both fundamental and technical analysis. It emphasizes tax‑aware portfolio construction through individually managed accounts and employs a range of implementation strategies — including long‑ and short‑term holdings, trading, option writing, short sales and margin transactions — tailored to each client’s needs.

What is distinctive about Edgemont relative to many peers is its explicit work with pension and profit‑sharing plans and its provision of pension consulting services, a service set that is uncommon among independent advisers. The combination of a small client base with a relatively large asset pool, a focus on tax‑efficient individualized portfolios, and the use of active trading tools and derivatives distinguishes its approach from many similarly sized firms.