Edmp, Inc.

EDMP, Inc. is a SEC-registered investment adviser established in 1993, offering investment supervisory services, individual portfolio management, and various investment products. The firm manages assets on a discretionary basis, with a total of $143,516,854 under management as of 12/31/2024. Fees for portfolio management services are typically 1% of assets under management, with rates decreasing based on asset levels. The firm may also offer flat fee arrangements and sub-advisory services with fees up to 2%. EDMP, Inc. may negotiate fees based on client circumstances. The firm follows a code of ethics, ensuring fair treatment of clients and employees. Investment strategies include Total Return, SMID Cap Equity Growth, and Income portfolios, focusing on long-term capital appreciation and valuation adherence. The firm uses fundamental and qualitative analysis to make investment decisions. Clients have investment discretion, and the firm votes proxies on their behalf. EDMP, Inc. receives support services from Schwab and may pay referral fees. The firm has no financial conditions impairing its obligations and has not been subject to bankruptcy in the past ten years. Clients' privacy and interests are prioritized, and the firm maintains transparency in its operations.