"The individual investor should act consistently as an investor and not as a speculator"
Benjamin Graham, The Father of Value Investing
Author of Security Analysis and The Intelligent Investor

about US
Matt Edgar, CFA, CPA, CIMA®

Matt is a lifelong resident of Cypress, TX. He earned a Bachelor of Business Administration degree in Finance from the University of St. Thomas (Summa Cum Laude) in Houston, TX. He then earned his MBA from Texas State University in San Marcos, TX. Additionally, Matt has earned the Chartered Financial Analyst (CFA) designation, the Certified Investment Management (CIMA®) certification, and is a Certified Public Accountant (CPA). He is also a member of the CFA Institute, the Texas Society of CPAs and the American Institute of CPAs (AICPA).

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Individuals | Families

Individual Attention for You and Your Loved Ones
At Edgar Investment Management we sit down with each of our clients and discuss their specific goals. We then develop a plan to accomplish these goals.
We offer the following individual accounts:
  • Individual and Joint taxable accounts
  • Individual Retirement Accounts - Traditional, Rollover, SEP, Simple, and Roth
  • Trusts
  • Custodial (UTMA/UGMA)
  • 529 College Savings Account

  • Businesses | Non-Profits

    Big Business Benefits, Small Business Costs
    Your business or non-profit has unique needs and at Edgar Investment Management, LLC we will sit down with you and create a custom investment plan that meets those needs. Whether your business needs treasury management for excess cash or a full-scale 401k plan, we can help.
    We offer the following business and non-profit accounts:
  • Corporation - Type S and C
  • Partnership- Limited and General
  • LLC - Type S, C, and Partnership
  • Investment Club
  • Business Trust
  • 401(k)
  • 403(b)

  • Dimensional Fund Advisors

    Edgar Investment Management uses Dimensional Fund Advisors mutual funds to create diversified portfolios with custom tailored exposures to risk factors based on each client’s goals and risk preferences.  

    Daily Blogs

    Stay Up To Date With Our Daily Blogs

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    Today in the Market (4/24/2024)

    Good Morning! On Wednesday, the U.S. market had little fluctuations as investors prepared for more earnings reports. The NASDAQ had a small gain of 0.10%, while the S&P 500 barely finished above the open by 0.02%. The Dow Jones however had a small decrease of 0.11%. ANOTHER ORDER PLEASE! Chipotle

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    Today in the Market (4/23/2024)

    Good Morning! On Tuesday, U.S. markets saw widespread increases as investors, focusing on tech companies, anticipated a new round of earnings with a big focus on Tesla (TSLA) that came out after the bell. It was a great day for the NASDAQ as it increased by 1.59%, while the S&P

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    Today in the Market (4/22/2024)

    Good Morning! On Monday, the U.S. equities market had a recovery, with the S&P 500 ending six days of losses, as investors prepared for a surge of earnings reports from major technology companies. Let’s see the numbers! The NASDAQ finished the first day of the week strong, gaining 1.11%, followed

    Read More »
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