"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

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.  

    Contact US

    Ready to start working with an advisor?  Contact us today.

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