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Catering to the needs of private clients, institutions and corporations since 1984.

Buying a House

What Makes Us Great

Putting People First


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.

Contact Us

Request A Call Back

For a live discussion or consulting request, submit your information via the form and one of our expert advisors will get in touch. Feel free to send us an email as well.

Thank you! We’ll be in touch.

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