Edgemoor Investment Advisors is a wealth management firm providing investment management services to individuals, retirement plans, trusts, non-profit organizations, and foundations. The firm focuses on long-term capital appreciation, preservation of capital, and income through disciplined management of value-oriented equity and income-generating portfolios.
At Edgemoor Investment Advisors, Inc., we provide highly personalized service beginning with a thorough understanding of each client’s investment objectives and financial position. After this comprehensive review, we help our client make asset allocation decisions and then develop an appropriate portfolio, typically including equities and income-generating investments. Once established, portfolios are subject to regular review to ensure they continue to serve our clients’ needs.
Send us an email, or feel free to call us directly – we’re happy to start discussing your financial future.
7250 Woodmont Avenue, Suite 315 / Bethesda, MD 20814
(301) 543-8881