“Aegis has worked with us on investment strategies for the past few years. They were the first to recognize we were concentrated in one area of investments, and wisely advised us to diversify before today's tumultuous times. This action protected us from the freefall many investors have experienced in the past two years. The comprehensive reporting and frequent updates on the economy and investment picture helps to educate us to make more informed decisions regarding our future. It is very comforting to know there is someone we can truly trust with our financial future.”
—San Jose, CA

“Why do I work with Aegis Capital and recommend my close friends to Marjorie? I trust Marjorie. She listens and asks questions to assess my tolerance for risk, and my short-term and long-term financial goals. And she builds a diversified portfolio to mirror my risk tolerance. She has the practical business experience and the access to the right people to determine if the funds we are investing in are well-managed. This is not something an average investor can do. Marjorie is constantly thinking about the economy and world events and how they will affect my portfolio. This helps me do my job of earning money without worrying about where I am putting my money.”
—Oakland, CA

“Marjorie is very good at helping untangle the emotional purse strings of money—whether it's inherited or earned—and then at setting long-term strategies that balance a family's needs and goals. It's been a rough few years in the market, and I've been glad to have Marjorie's insights into what's going on. She does her homework and then some, and is able to help the lay investor feel confident with both sound strategies for asset investment and common sense information about the greater marketplace.”
—Berkeley, CA