Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. We focus on long-term capital appreciation, preservation of capital, and income generation through the disciplined management of our clients’ portfolios.

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Edgemoor Commentary

Investment Management

In constructing and managing personalized investment portfolios for our clients, we take an active approach to selecting primarily individual equity and income securities. Our portfolios are diversified across sectors and market capitalizations and designed to meet a client’s specific investment needs and objectives.

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Financial Planning

Our CFP® professionals provide comprehensive planning services to our investment management clients. We help our clients identify their financial goals, and then we evaluate their current financial position and project their future financial needs based on these goals and objectives.

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