Edgar Investment Management, LLC
Investing with your timeline in mind
Fee-only investment advisory in Houston, TX. We build portfolios matched to where you are in life — whether you’re just starting out, building wealth, or enjoying what you’ve earned.
Registered Investment Advisor
Fiduciary
Fee-only
CFA · CAIA · CPA · CIMA®
Why Edgar Investment
Your interests come first.
Always.
We don’t sell products. We don’t earn commissions. We manage your money with one obligation — to you.
Fiduciary First
As a registered investment advisor, we have a legal and ethical obligation to manage your assets in your best interest. Not ours. Not a broker’s. Yours.
Evidence-Based
Our portfolios are built on decades of academic research into what actually drives returns — not hunches, not headlines, not hot tips.
Personally Tailored
Every client gets a portfolio built in-house and matched to their stage of life, goals, and risk tolerance. No cookie-cutter allocations. No autopilot.
About Matt Edgar
Your advisor.
Your portfolio.
Your goals.
Matt Edgar is a Houston-based investment advisor with over 15 years of experience managing portfolios for individuals, families, and businesses. He holds the CFA, CAIA, CPA, and CIMA® designations — each requiring years of study, rigorous exams, and professional experience. Together, they represent Matt’s commitment to understanding investment analysis, alternative assets, tax strategy, and portfolio management.
“When you work with Edgar Investment, you’re not a number in a massive firm’s client roster. You work directly with Matt — someone who knows your goals, your timeline, and your name.”
How it works
A straightforward process built around you.
Tell us where you are
We start with a conversation about your goals, your timeline, and where you are in life. No obligation, no pressure.
We build your portfolio
We draw from our proprietary portfolio models and customize the allocation to match your specific goals, timeline, and risk tolerance.
We manage it together
You stay informed and in control. We handle the day-to-day and adjust as your life changes.
Where are you on your journey?
Every investor is at a different stage. We build portfolios that reflect yours.
You're building your foundation. Time is your greatest asset — we help you put it to work with an aggressive, growth-focused portfolio designed for the long haul.
You're in your prime earning years with real wealth to protect and grow. We build portfolios that balance opportunity with discipline as retirement moves into focus.
You've earned it. Now it's about making it last. We manage for income, preservation, and legacy — so you can enjoy retirement without worrying about your portfolio.
All investors are unique. The characteristics above are examples and may not reflect your specific situation. An Edgar Investment advisor will help you find the right approach for you.
No pressure. No obligation. Just a straightforward conversation about where you are and where you want to go.
