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 Correspondent Services (RBC CS) 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 the capabilities of any large bank, with the quality and service of your local banker.
Our continuous investment in technology provides our customers with access to third-party custody and clearing services through RBC’s multiple execution platforms, access to all major exchanges, relationships with floor brokers, access to all electronic market centers (including arca), an institutional trading desk, a fixed income desk to access corporate, government and municipal issues, and market-making services. We provide access to independent research for our financial advisors and their clients from Bloomberg, Moody’s, Lipper, Best Independent Research LLC, and Argus Research. Our clients have access to Asset Management Services with world-class managers.
Our mission has been to bring a unique and differentiated service proposition to our clients. We value the importance of lining up on our customer’s side. We realize this goal by running an independent, conflict-free platform. 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. We continue to meet the challenging and changing markets by investing in world-class services.