A Regional Financial Services Company that makes a difference. Changing the way business is done one person at a time.
In an industry where consolidation has made many firms on Wall Street look the same; we at Aegis have differentiated ourselves by concentrating on the basics, which starts with listening. We listen to our advisors when they have ideas and concerns. Aegis has been running the business with a simple motto- “We get better by you getting better”. So while the rest of the competition is trying to get better by increasing their margins at the expense of their advisors we get better by managing from the bottom up.
» Compensation-Top 1/3 in the industry.
» Hybrid Model- Flexibility in choosing an employment framework that works for you.
» ASSET MANAGEMENT SERVICES-access to hundreds of Private Wealth Mangers, Portfolio Services.
» Conflict Free Trading Desk- Traders work exclusively for advisor.
» Equity Building-Build value in your own business, Branding, succession planning, Asset Purchases.
» Research-Aegis, Independent Research, Argus, First Call.
» Syndicate- Access to leading investment banking firms' IPOs and Secondarys.
Neovest, J.P. Morgan’s proprietary execution platform, integrates direct market access (DMA), execution management (EMS), order management (OMS) and access to algorithms in a user friendly, highly customizable application: