EDR Investment Advisors, LLC

Overview

EDR Investment Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm bills clients primarily as a percentage of assets under management and supplements that with hourly advisory fees when appropriate. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on sourcing and selecting outside managers for client allocations; the firm identifies itself as a capital allocator. The firm says it incorporates environmental, social and governance (ESG) considerations into its investment process. It is not structured as a multi-state or affiliated adviser and does not advertise pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices