Research & Analysis
We access a wide variety of the most up-to-date investment research, and perform fundamental and technical analysis as well as ongoing due diligence on all investment selections. These include actively and passively managed mutual funds, exchange traded funds (ETFs), individual equities and bonds. We review both U.S. and International investment opportunities.
Oversight & Safeguards
All of the investment choices we recommend are closely monitored to ensure that they continue to adhere to the intended investment style and objectives. Client assets are housed at a third-party custodian such as Charles Schwab & Co. The custodian arrangement provides clients with a dual set of statements verifying the accuracy of investment transactions and portfolio holdings.
Diversification
With over 30 years of global investing experience, we help the individual investor to navigate an increasingly complex investment landscape. We combine the best from both active and passive management approaches along with a focus on asset allocation, low fees and tax-efficiency.
Our Key Investment Planning Concepts
Edgemont Investment Management, LLC provides investment management services to individuals, individual and corporate pension plans, trusts and estates.
Understanding that each client has unique financial needs and goals, we dedicate the time and attention to identify and implement a personalized investment strategy with a focus on the following key concepts:
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Wealth Preservation
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Dividend Income
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Tax Minimization
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Reduced Volatility
