Edmp, Inc. - Investment Advisers

About Edmp, Inc.

Edmp, Inc. is an investment adviser based in Lutz, Florida. The registry lists regulatory assets under management of $147.37 million and three employees. The firm is one of the investment advisers in Florida and is also included in the directory of US investment advisers. The firm states that its main goal is to protect client capital first and then grow assets steadily over time. Its approach centers on buying shares of established industry leaders with long records of strong operations, and only when the price is at or below its own estimate of what each company is worth. It sells holdings that trade well above that estimate, even when the businesses remain strong. It avoids deeply cyclical companies with erratic earnings, favors long-term holding over trading, and combines quantitative and qualitative analysis when selecting stocks. Its portfolios are kept focused but are spread across sectors so that no single area dominates. Colton J. Carnevale, a vice president and portfolio manager, joined the firm in September 2018. He holds a finance degree from the University of South Florida and a Series 65 license. He began as an intern at the firm before completing his education, and he has published equity research articles on Seeking Alpha.

Key Facts

Assets Under Management

$147.37M

Employees

3

SEC File Number

801-43372