Montgomery Investment Management

Edgemoor Investment Advisors Inc. is a Bethesda-based wealth management firm that specializes in providing investment management and financial planning services for individuals, families, trusts, retirement plans, non-profit organizations, and foundations. The firm places a strong emphasis on long-term capital appreciation, capital preservation, and income generation through disciplined portfolio management tailored to their clients' specific requirements. Recognized as #14 on CNBC's Financial Advisor 100 List for 2024, Edgemoor is committed to delivering comprehensive financial planning through its Certified Financial Planner professionals, who assist clients in assessing their financial goals and future needs. Edgemoor operates as an independent investment adviser registered under the Investment Advisers Act of 1940, striving to maintain a robust investment strategy based on individual preference and sector diversity. Generated from the website

Darby Overseas Investments is a subsidiary of Franklin Resources, a global investment management organization. It manages investments and provides pension plans for individuals, institutions, trusts and partnership firms. Franklin Resources offers a variety of products and services, including college plans, education savings accounts, charitable giving funds and tax-related information service. The company has various account services, such as electronic fund transfers and automatic investment and systematic withdrawal plans. Its other investment options include tax-free, founding, growth, and real and total return funds. Franklin Resources also offers global and domestic account-related products and services for high net worth individual and institutional clients. The company provides investment solutions and services under several brand names, including Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas. Darby Overseas Investments maintains a location in Washington, D.C.