What Makes Us Great
Putting People First
Experience
Our people have the intellectual capital and subject matter expertise to help achieve your goals
Strategic Guidance
We focus on enhancing the goals of our clients by bringing unencumbered advice, which enables us to freely create a plan centered on each client
Client Service
Our clients value our ability to help them identify and pursue their financial goals. We pride ourselves on delivering quality service
More About Us
Aegis’ origins are based on servicing the specific needs of our customer base. As the needs of our clients broadened, so did our product base, and today we have become a premiere full service Investment Firm with a variety of locations stretching throughout the United States.
Aegis is able to bring quality service through our primary clearing relationship with RBC Clearing & Custody (RBC C&C) whose parent company, Royal Bank of Canada (NYSE:RY) is one of the world’s leading diversified financial services companies. Our clients value the safety of knowing their assets are held at third-party custodians. We have the practical experience for the challenges facing today's industry leaders. Whether a client is looking for wealth management, retirement services, insurance, investment banking, private banking or institutional services, Aegis has the team to assist. We pride ourselves on being able to provide the attention that our diverse client base expects.
Aegis continues to stay true to its roots, offering our clients investment and wealth management products and services similar to those offered by large financial institutions, along with the personalized service you have come to expect.