Welcome to Edmunds White Partners, LLC. We are a privately owned Richmond, Va based money management firm, founded in 2003. We also have a satellite office in Indianapolis, Indiana.
We are a "Bottom Up" small and microcap manager. By "Bottom Up" we mean that we first review individual company characteristics rather than forecast broader economic trends. We also offer a growth and income product. This product is currently comprised of short duration convertible bonds, preferred stocks and all cap equities.
Our investment advisory services are grounded in fundamental investment analysis and research performed by portfolio managers and research analysts. While individual client portfolios are structured according to investment objectives, risk tolerance and restrictions specified by each client, Edmunds White Partners generally pursues a growth strategy with an emphasis on domestic equity securities that offer growth potential at a reasonable price. Edmunds White Partners also offers discretionary advisory services for accounts with a primary objective of income, including cash management services. Investment advice and portfolio decisions are based primarily on the judgment and experience of the investment team rather than a predetermined model or formula.
The foregoing description does not purport to be a complete summary of our investment philosophy. The foregoing description and all matters discussed on this web site are qualified in their entirety by reference to Part II of our Form ADV, which is available from us upon request (see our Contact Us tab on this page).