About Us

L. Scott Edgar

Mr. Edgar has over 25 years of investment management experience. For 9+ years, he was Director of Research/Portfolio Manager at SIFE Trust Fund (a mutual fund specializing in Financial Services investments) where he managed equity assets in excess of $1.3 billion. Prior to that, he spent 9+ years with Severn Associates (now Santa Barbara Asset Management) and its predecessor firm as Portfolio Manager/Analyst. He also had a stint at Bedell Investment Counseling and Woods Financial & Investment Services.

He has been quoted in the Wall Street Journal, American Banker, Dow Jones News Wire, WallStreet Transcript. He has made television appearances on CNBC, Bloomberg, CBS MarketWatch, Reuters and Yahoo FinanceVision.

Mr. Edgar has a Master of Business Administration degree in Finance and a Bachelor of Science degree in Mathematics from St. Mary's College in Moraga, California.

 Registered Investment Advisor