Our Firm

Our Mission Statement

EDI's mission is to provide Excellence in service, Diversity in achieving your goals and Independence in your business.

Excellence in service

With First Southwest Company as our clearing partner, we strive to provide you and your clients with excellent service. Our back office team is specially trained to address any questions that may arise. Our team not only interfaces with First Southwest Company, but also all of our direct business partners from mutual funds, insurance products and other financial products that you may need assistance to finalize solutions for clients. Our management team has over 75 years of investment industry experience that stands ready to provide you with the answers you need.

Diversity in achieving your goals

Diverse clients need diverse solutions. As an independent investment professional with EDI, your worth lies in providing solutions that transcend the “large firm cookie cutter” platform. We provide you with a diverse array of not only products, but business models that allow you to deliver that unique solution to your clients while reducing your costs, minimizing your operational challenges and focusing on growing your business your way.

Independence in your business

As an independent investment professional, we understand that you know your client best. We stand behind you as your partner in providing the solutions that your clients need, helping you seize opportunities in the financial markets as they arise. We dedicate our staff and our resources to your overall success.