Wedgewood Investors

Overview

Wedgewood Investors is an independent Registered Investment Advisor based in Erie, Pennsylvania, founded in 1984. The firm specializes in providing personalized investment management services to individuals, businesses, and retirement plans, focusing on equity and fixed-income strategies. As a fee-only advisor, Wedgewood operates without charging commissions or receiving trailing compensation, ensuring unbiased investment advice aligned with clients' financial goals. Their services encompass personal investments, business investments, and retirement plans, with a commitment to individualized account management and comprehensive financial planning. Wedgewood's investment philosophy employs a top-down approach to stock selection, utilizing proprietary criteria that consider both tangible metrics and intangible factors to protect clients' assets and produce excellent investment opportunities. The firm's experienced staff manages assets based on individual needs and current market conditions, offering services such as retirement planning, education funding, beneficiary selection, gifting, and Social Security strategies. Wedgewood's client base includes high-net-worth individuals, foundations, endowments, non-profit organizations, and corporate pensions and qualified plans, with each portfolio tailored to suit the unique needs of each client. The firm's active management style avoids pre-fabricated models, concentrating on individual stocks and bonds, and completing portfolio allocations with Exchange Traded Funds and Mutual Funds as each client's investment objectives dictate. Wedgewood's commitment to fiduciary responsibility ensures that they always act in their clients' best interests, providing clear principles, a strong sense of character, and the highest possible standards in all their dealings.

Investment Focus

• Minimum investment of $1,000,000
• Maximum investment of $50,000,000