About Us

Edgar Investment Management, LLC is a fee-based full service investment management firm located in Cypress, TX. As a registered investment advisory firm we have a fiduciary duty to manage our clients’ assets in their best interest. In today’s complex investment market every investor needs a professional firm that will act as their advocate in the financial markets. At Edgar Investment Management our clients’ interests come first.

Matt Edgar, CFA, CPA, CIMA© - Princpal

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 Analyst (CIMA©) certification, and is a Certified Public Accountant (CPA). He is also a member of the CFA Institute, the Texas Society of CPAs, the American Institute of CPAs (AICPA) and the Investments & Wealth Institute.

Matt is also a Director and the vice-president on the McCoy College of Business Foundation, where he chairs the Investment Committee. Matt is also a member of the Texas State University Development Foundation Emeritus Council. From 2013-2019, Matt was a Board Member of the Texas State University Development Foundation, where he served as Chair of the Investment Committee. He is also a member of the Bobcat Club Leadership Council.

In addition to his work in the accounting industry and investment management, Matt has held positions in banking, oil and gas, and the equipment rental industry.

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Where Are You On Your Investment Journey?

Rise

Run

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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