Edgar offers wealth management solutions to high-net worth investors who value and desire a superior level of service from an experienced advisor. He helps create strategies to put clients on track towards financial security using investment techniques and estate planning which attempt to reduce risk and have the potential to provide reasonable returns.
Edgar has been in the investment industry for over 44 years advising individuals and their families on some of the best ways to accumulate wealth, plan for retirement, and preserve capital.
He expects a long-term relationship. Many of his clients have been trusting in him for several decades. In several cases, their children have become valued clients as well.
PASSION FOR SERVICE
The team who supports you is dedicated to the infinite details of accuracy, promptness, and technical competency.
Edgar helps clients develop a strategy based on their objectives, which puts them on track toward their long-term goals and interests.
The primary focus of his practice is high-net worth clients who prefer a managed relationship. These accounts are handled on a discretionary basis with the Professional Management Program (PMP). After consultation with our clients we structure a balanced approach of equities, fixed income, and cash or equivalents.
For clients who desire and where it is appropriate, we can discuss a risk management strategy for the portfolio. These accounts are offered only on a ""Fee-Basis,"" where there are no commissions or transaction charges. Quarterly performance reports are prepared for regular face to face client meetings.
Edgar has served the securities industry in various capacities at the local and national level. He was chosen as the Chairman of District 7 (southeast U.S.) for the NASD, the self regulatory agency of the securities industry, and was later elected to the National Board as a Governor from 1995 to 1999.
While on the board he served on the Finance Committee, the Technology Committee, and as Vice-Chairman of the National Business Conduct Committee, which reviews all disciplinary decisions against firms and individuals.
He served as Vice Chairman of the NASD Statutory Disqualification Committee from 1999 until 2002, and continues to serve as a Chair of Hearing Panels for major disciplinary cases upon request from the NASD.
Edgar is married to Stephanie James of St. Louis, a noted sculptor in her own right. He has four children, two sons and two daughters.
When not engaged in financial advice, his other passion is horses. Edgar likes to travel with the Tennesse Walkers and a carriage pulled by a Standard Bred around the United States to pleasure ride. He has been to 22 states so far ranging from Colorado and Montana in the West to Florida in the South, West Virginia and Virginia to the North. There are a group of rabid riders who regularly travel together. Edgar chooses his battles carefully these days.