Because Aegis is an independent, boutique firm, we offer a level of attention and personal service others in our field may not have the luxury of matching. Our client-to-advisor ratio is easily one-tenth of what you might find at a large firm.

Keeping that ratio low gives us the time to develop a deep understanding of your goals and determine the best ways to attain them. Your satisfaction is essential to the welfare of our organization. So, while we may forge our relationships on trust, we maintain them through a high level of service and competence.