EDMP, Inc. is a SEC-registered investment adviser with its principal place of business located
in Florida. EDMP, Inc. began conducting business in 1993.
Listed below are the firm's principal shareholders; i.e., those individuals and/or entities that
control 25% or more of this company.
Julie C Carnevale and Charles C Carnevale
EDMP, Inc. offers the following advisory services to our clients:
INVESTMENT SUPERVISORY SERVICES ("ISS")
INDIVIDUAL PORTFOLIO MANAGEMENT
EDMP manages a Total Return equity product, a SMID Cap equity growth product, and a
Income product. These products are offered to investors in separately managed accounts.
Our firm provides continuous asset management of client funds. We provide advisory
services to individual clients and institutional clients such as pension or profit sharing plans,
public plans, trust, estates or charitable organizations and corporations. EDMP will establish
the account and manage it based upon the mandate given by the client or consultant. A
meeting is required to review which product is the best fit based on the client's
circumstance. During our data-gathering process, we determine the client's individual
objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we may also
review and discuss a client's prior investment history, as well as family composition and
background.
We manage these advisory accounts on a discretionary basis; and on a limited basis, non-
discretionary accounts. Account supervision is
guided by the client's stated objectives (i.e.,
maximum capital appreciation, growth, income, or growth and income), as well as tax
considerations. Typically, in all circumstances we may tailor a portfolio for an individual client.
Clients may impose reasonable restrictions on investing in certain securities, types of
securities, or industry sectors.
Once the client's portfolio has been established, we review the master portfolio continuously,
looking for various fundamental factors (i.e. overvaluation, undervaluation, over weighting,
cash position, etc.). And, if necessary, rebalance the portfolio based upon the mentioned
fundamental factors.
Our investment recommendations are limited to our specific products; however, on a limited
basis we may advise on the following securities:
Exchange-listed securities
Securities traded over-the-counter
Foreign issuers (ADRs)
Warrants
Corporate debt securities (other than commercial paper)
Commercial paper
Certificates of deposit
5
Municipal securities
United States governmental securities
Because some types of investments involve certain additional degrees of risk, they will only
be implemented OR recommended when consistent with the client's stated investment
objectives, tolerance for risk, liquidity and suitability.
AMOUNT OF MANAGED ASSETS
As of 12/31/2021, we were actively managing $124,962,933.75 assets on a discretionary
basis plus $3,216,378.08 of clients' assets on a non-discretionary basis.