Individuals
Wealth Management
Aegis Capital's financial professionals work one-on-one with clients to understand their needs, risk profile, and goals for every stage of life.
01
Products
The platform gives financial professionals access to a broad range of investment choices that can be integrated into client plans.
- Annuities
- Money markets and CDs
- Corporate, municipal, and government bonds
- Education savings accounts
- Individual retirement accounts
- Mutual funds
- Stocks and options
- 401(k) and 403(b) retirement
- REITs
02
Services
Aegis financial professionals look beyond easy answers and help clients evaluate planning opportunities as markets and life circumstances change.
- Portfolio management
- Insurance services
- Term, universal life, and group health
- Long-term care
- Retirement planning
- Education planning
- Estate planning
- Income distribution planning
03
Advisory Services
Appropriately licensed financial professionals can offer managed and advisory accounts across multiple clearing platforms.
- Professional money managers, mutual funds, and ETFs
- Custom tailored portfolios
- Rebalancing options
- Tax management services
- Consolidated reporting
- Overlay portfolio management
Contact
How can we help?
Contact Aegis Capital Corp. or submit a request for a follow-up conversation.