Edgemoor Investment Advisors, Inc.
Wealth management firm providing investment management and financial planning services to a diverse clientele, including individuals, families, trusts, retirement plans, non-profit organizations, and foundations, with a focus on long-term capital appreciation, capital preservation, and income generation.
1999
Independent investment adviser, not affiliated with banks or insurance companies, earning fees solely based on managed assets.
Tailored to individual client profiles, balancing long-term appreciation and income generation with a focus on high-quality, value-oriented investments.
Bethesda, Md, United States
About
Mission
We believe in the active management of investment portfolios grounded in the principles of value investing, aiming to achieve returns that surpass those of the broader market over a complete market cycle and ensuring financial security for clients and their families.
Values
Independence, transparency, fiduciary responsibility, long-term value investing, and personalized client service.
Participant Demographics
Serving individuals, families, retirement plans, trusts, non-profit organizations, and foundations.
Track Record
Notable Achievements
Ranked #14 on CNBC Financial Advisor 100 List for 2024.
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Bethesda, Md, United States
Legal & Compliance
Registered under the Investment Advisers Act of 1940.
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