As a Firm, Aegis Capital Corp. prides itself on the dedication of its investment professionals to serving our clients’ needs through relationships based on integrity and trust.
Wealth Management Mission:
We help affluent and high net worth clients, including individuals and families, build, manage, preserve, and transfer their wealth by providing comprehensive wealth management and investment services.
Whether you are in the early stages of a successful career or reaping the rewards of years of hard work, our financial professionals will work closely with you to address your financial needs by offering customized financial solutions designed to help you achieve your goals.
Through a dedicated team of professionals and wealth management specialists, we offer a highly diversified, broad array of investments and insurance services. Whether utilizing mutual funds, Exchange Traded Funds, individual equities, bonds or various other investment solutions, we can design and manage personalized investment portfolios that address your unique risk profiles, time horizons, and goals. If you’re unsure of your existing holdings held elsewhere, please speak to one of our advisors now about doing a portfolio review.
We invite you to learn more about our services and look forward to hearing from you.