Tax Efficient Investing
Our investment process focuses on optimizing the after-tax returns of our client portfolios. We integrate both taxable and tax-deferred assets to create the most tax-efficient total portfolio strategy. We review year end mutual fund capital gains distributions and take actions to mitigate the overall taxable gains for our clients.
Freedom from Conflicts of Interest
Edgemont receives no commissions or fees from investment providers. Therefore, the advice and guidance that we provide is unbiased and free from any conflict of interest that may be present in traditional investment brokerage environments.
Disciplined Investment Methodology
With over 30 years of global investing experience, we help the individual investor to navigate an increasingly complex investment landscape. We combine the best from both active and passive management approaches along with a focus on asset allocation, low fees and tax-efficiency.
Our Key Investment Planning Concepts
Edgemont Investment Management, LLC provides investment management services to individuals, individual and corporate pension plans, trusts and estates.
Understanding that each client has unique financial needs and goals, we dedicate the time and attention to identify and implement a personalized investment strategy with a focus on the following key concepts:
CONTACT US
Edgemont Investment Management, LLC
P.O. Box 641895
Los Angeles, CA 90064
Tel: 310-839-5500