"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).

Edgar-Matt-Hi Res
services

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 (5/31/2024)

    Good Morning! On Friday, the U.S. market concluded the last trading day of the month on a good note, achieving the sixth month of gains out of the previous seven for all three main indexes. The Dow Jones surged and finished the day up by 1.51%, while the S&P 500

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    Today in the Market (5/30/2024)

    Good Morning! On Thursday, U.S. equities saw further declines due to ongoing worries about sustained high interest rates and a massive sell-off of Salesforce (CRM). With that, the Dow Jones slipped 0.86%, the S&P 500 fell by 0.60%, and the NASDAQ slid the most by 1.08%. THAT’S GONNA LEAVE A

    Read More »
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    Today in the Market (5/29/2024)

    Good Morning! On Wednesday, U.S. equity markets declined as a result of a sudden increase in Treasury yields, which caused concern among investors who were already considering whether recent data would impact interest rates. With this, the NASDAQ fell by 0.58%, while the S&P 500 decreased by 0.74%, and the

    Read More »
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    How much do you want to invest?

    Where Are You On Your Investment Journey?

    Rise

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    Relax

    All investors are unique.  The above characteristics are examples, but may not reflect your particular investor demographics or situation.  An advisor with Edgar Investment Management, LLC will assist you with finding the best type of account for you. 

    Investment advisory services are offered through Edgar Investment Management, LLC, an investment advisor registered with the State of Texas. Edgar Investment Management, LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

    The content found on this website is developed from sources we believe provide accurate information and is for educational purposes only. The information on this website is not intended as tax or legal advice. Everyone’s tax and legal situation is different, so please consult trusted and knowledgeable legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided on this website are for general information, and should not be considered a solicitation for the purchase or sale of any security.

    Material and information found on this website is not intended as an offer or solicitation for the sale or purchase of any specific security, mutual fund, ETF, bond, or investment strategy.  

    Investing is risky!  No guarantee as to performance of any investment is implied by this website.  Make sure you have evaluated your options and spoken with trained professionals before you implement any investment strategy.  Past performance is not indicative of future results.  

    Please be advised that Edgar Investment Management, LLC is a financial advisory firm specializing in investment management and financial planning services. We do not offer or provide any CPA-related services, including tax preparation, tax planning, or other accounting services. If you require assistance with tax-related matters, we recommend consulting a qualified CPA or tax professional who can provide specialized advice tailored to your individual needs.

    Edgar Investment Management, LLC is not a Public Accounting firm.

     

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