Products / Services

A broad platform, organized around the people and companies Aegis serves.

Explore wealth management, capital markets, research, insurance, retirement, fixed income, alternatives, and specialized corporate solutions.

Capabilities

Current Aegis service categories, redesigned as a clearer client journey.

Each offering remains editable in Sanity and can expand into additional detail, assets, disclosures, or calls to action.

Personalized financial guidance for investors seeking flexible products, advisory services, and long-term planning.

Corporate retirement plan solutions with plan design, administration, recordkeeping, and review support.

Independent insurance solutions for risk management, income creation, and employee benefit needs.

Objective strategic advice and financing solutions for companies across a full range of industries.

Differentiated research dialogue designed to identify alternatives that may be mispriced or misunderstood.

Seasoned sales and trading capabilities for institutional clients seeking execution and market insight.

Sales and trading professionals with more than 160 years of collective fixed income experience.

Corporate cash management, lending, planning, and private equity advising resources for growing companies and executives.

Private company investment strategies focused on long-term value creation and risk-adjusted returns.

Alternative investment access for eligible investors seeking portfolio diversification beyond conventional stocks, bonds, and cash.

Investment structures that combine traditional bonds with derivatives to create defined risk-return tradeoffs.

Private fund structures created to make and manage investments in mid- or late-stage pre-IPO technology and services companies.