Asset Management

At AEGIS, we focus on helping our clients find investment solutions that have a track record of success. We work with our clients to create investment strategies that are designed to manage their risks by taking advantage of known market trends and leveraging effective money managers.

Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement.

Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.