While a significant focus of Aegis Wealth Management is private clients,
we provide a full range of services to institutional investors, including
corporations, endowments, profit-sharing plans and foundations.
Our services include consultation with both boards of directors and
company management teams to develop investment policies.
We will also design and implement the investment portfolio as well
as provide cash flow planning, ongoing portfolio monitoring and
comprehensive performance reporting.
The services we provide institutional investors include:
• Investment Process Assessment
• Investment Policy Review
• Portfolio Design and Implementation
• Ongoing Portfolio Monitoring
• Comprehensive Performance Reporting
• Cash Flow Planning