Our Story
Catering to private clients, institutions, and corporations since 1984.
Aegis has grown from a client-service foundation into a full-service investment firm with locations across the United States.
What makes us great
Putting people first through experience, strategic guidance, and client service.
Aegis brings quality service, broad financial capabilities, and personalized attention to a diverse client base.
Experience
Our people have the intellectual capital and subject matter expertise to help clients pursue their goals.
Strategic Guidance
We focus on enhancing client goals by bringing unencumbered advice and creating plans centered on each client.
Client Service
Clients value our ability to help them identify and pursue financial goals with hands-on, tailored solutions.
More about us
Independent advice, broad resources, and personalized attention.
As client needs broadened, so did Aegis' product base. Today the firm provides wealth management, retirement services, insurance, investment banking, private banking, and institutional services.
Aegis' primary clearing relationship with RBC Clearing & Custody gives clients the comfort of assets held at third-party custodians. The firm continues to offer products and services comparable to large financial institutions with the personalized service clients expect.
LeadershipContact
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