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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
moneywhether
it's
inherited
or
earnedand
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
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