At Aegis Capital Management, we provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. As a fee- only firm, we strongly believe in emphasizing client education and participation in the investment management process.
Our commitment to integrity and clear information communication has earned our firm the trust and respect of both individual and institutional investors. We pride ourselves in building strong relationships with our clients, where we dedicate our time to customized investment plans. Because we work with a limited number of select clients, we have the capacity to hear and work with each client’s needs so that we may make specific changes to circumstances and requests.
At Aegis Capital Management, we believe that client knowledge is the greatest asset. Through individualized client attention, we manage your wealth, so that you are free to live your life.
Marjorie Bennett's recommendations for "Must Read Books for Your Practice" featured in NAPFA Advisor Magazine.