All AEGIS clients can log into our online portal to view real-time summaries and updates.
Because we operate through our own Registered Investment Advisor, we are held to a regulatory framework called the fiduciary standard. This is a legal tenet that ensures all independent advisors act exclusively in the best interest of each of their clients.
Over the years, we’ve come to develop a specialized approach to comprehensive planning, centered around the tax strategies uncovered by our team of CPA and CFP professionals.
We are not beholden to any entity, whether it’s a service provider or parent company, and as such we are not restricted or incentivized in our process for serving clients. As a Registered Investment Advisor, we have more freedom, greater flexibility and an enhanced capacity to customize our service to the needs of each client.
We believe the independent structure of our firm is closely aligned with our clients’ needs and with our long-term vision for AEGIS Financial. Our aim is that the longevity we’re building will also align with the long-term vision our clients have for their own wealth and their own families.
Over the years we have added new office locations and expanded our clients’ access to investment solutions and 401(k) services that were previously outside of our core service offering. As we continue down this path, we’ll be looking out for opportunities to enhance our offering even further.
Building on the basics of what other investment firms offer, our depth of expertise allows us to go beyond our core investment management service. We’ve structured our firm to deliver an additional three levels of planning and advice.
Taking a team approach is critical to our clients’ overall success. Each of our clients has complete access to every team member to support them along their financial journey. As a fiduciary, each team member is held to the highest standard of care and ethics, acting only in the best interests of each client.
We take a true team approach, so that you can gain the value of working with a range of qualified professionals, while maintaining a very personal experience throughout the relationship.
Your Financial Life Plan is at the center of our tax-oriented planning process. Incorporating multiple professionals, intuitive planning software and exclusive AEGIS experience tools, your Financial Life Plan helps tie all your various wealth strategies together. It is the common thread keeping all your personal priorities organized and on track.
To consistently help enhance quality of life and make an impact in the lives of individuals, families and community neighbors.
We are called to devote our time and energy on long term wealth strategies that help prepare you for life’s challenges and opportunities.
Client Connection [best interest and livelihood]
Team Collaboration [strength in numbers]
Conservative Strategies [management of risk before management of returns]
Integrity [utmost honesty]
Listening [understand fully]
High Standards [exceed expectations in customer service]
Giving [support for others and our community]
Confidence in Beliefs [strong, unbiased advice based on what we believe is good/beneficial]
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates […]
With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time […]
The Top 10 Retirement Planning Excuses #10: “I’m too busy” Stop procrastinating. How does the saying go? The best time to plant a tree is […]