Edmd Financial Strategies, LLC

EdMD Financial Strategies, LLC is a registered investment adviser based in San Ramon, California, founded in February 2010 by Daniel D. Claffey. The firm offers investment advisory services to various clients, including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other organizations. They provide customized investment solutions through continuous client interaction, offering both discretionary and non-discretionary investment supervisory services. EFS may create portfolios consisting of individual stocks, bonds, ETFs, and mutual funds, tailored to each client's investment goals and risk tolerance. Investment strategies may include long-term buy and hold, short-term trading, and option writing strategies. EFS evaluates and selects investments based on internal due diligence processes. The firm charges investment advisory fees ranging from 2.00% to 1.25% based on the assets under management, with fees paid quarterly. Additionally, EFS offers financial planning and consulting services on an hourly or fixed fee basis. Clients are not obligated to implement recommendations made by the firm. EFS does not charge performance-based fees and does not manage proprietary investment funds. The firm primarily uses fundamental analysis methods and employs a long-term investment strategy. Clients have discretion over their accounts, and EFS does not accept custody of client assets. Daniel D. Claffey, the Principal, is also a registered representative with American Investors Company and a licensed insurance professional in California.