"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 (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

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    Today in the Market (5/28/2024)

    Good Morning! On Tuesday, the NASDAQ made history by surpassing the 17,000 mark for the first time and rose by 0.59%. The S&P 500 barely moved with a gain of 0.02%, while the Dow Jones was in the red all day and finished under by 0.55%. BILLION DOLLAR BUYBACK! Robinhood

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    Today in the Market (5/24/2024)

    Good Morning! On Friday, U.S. equities rose as Wall Street aimed to recover from the worst decline in the Dow Jones in more than a year. So did it work? Well, the S&P 500 and NASDAQ surged by 0.70% & 1.10%, while the Dow Jones barely increased by 0.01%. ARE

    Read More »
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