A complete list of active advisors currently associated with EDMP, Inc.

Warmer can help you find a great advisor at EDMP, Inc. or one who fits your needs even better.

EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual clients (including high‑net‑worth individuals) as well as institutional clients such as pension or profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm offers three dedicated portfolio products — a Total Return equity strategy, a SMID‑cap growth strategy, and an Income strategy — and manages roughly $147 million in client assets across primarily discretionary accounts subject to stated minimums. The firm’s investment approach emphasizes long‑term ownership and strict adherence to valuation, with strategy‑specific growth targets (large‑cap holdings with targeted above‑10% earnings growth and SMID‑cap holdings with targeted 15–20% earnings growth), attention to balance‑sheet quality, cash flow and dividend growth where appropriate. Portfolios are relatively concentrated (typically 25–30 equities), are reviewed at least quarterly, and are rebalanced based on fundamental factors rather than short‑term market timing. EDMP is affiliated with another registered investment adviser and serves as manager on that adviser’s accounts, routinely trading the same or similar securities across both sets of client relationships and employing block trades when advantageous — a structural arrangement that is less common among peers. Firm principals are also involved with an investment research software tool used by the practice, and EDMP maintains formal policies and procedures (Code of Ethics, insider‑trading restrictions, trade‑error remediation) and provides daily secure reporting to clients to address potential conflicts and operational controls.

To learn more about the advisors currently working at EDMP, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.