EDR INVESTMENT ADVISORS, LLC

Overview

EDR Investment Advisors, LLC is a small, client-focused RIA that concentrates on discretionary and non‑discretionary portfolio management for individuals and small businesses. The firm combines direct equity exposure with mutual fund positions and selectively allocates to third‑party alternative managers, with a stated preference for exchange‑traded equities. Fee arrangements include a percentage of assets under management and hourly charges, and the firm also offers selection-of-other-advisers services when clients need access to outside managers or specialized strategies. EDR identifies as an active ESG investor, which suggests environmental, social, and governance factors are considered in portfolio construction or in manager selection. The business is structured as an owner‑run limited liability company serving an individual and family client base. It acts as a capital allocator in its clients’ portfolios rather than operating as a large multi‑state or pension advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices