A complete list of active advisors currently associated with Aegis Asset Management, Inc.

Warmer can help you find a great advisor at Aegis Asset Management, Inc. or one who fits your needs even better.

Aegis Asset Management provides discretionary investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. It offers managed accounts structured as "AegiSelect" (mutual fund–focused) or "Aegis Regular" (individual stock–focused) programs and typically charges fees as a percentage of assets under management. The firm constructs portfolios using a combination of fundamental, technical and cyclical analysis across stocks, bonds, mutual funds and ETFs, and may employ strategies ranging from long-term buy-and-hold to short-term trading, margin, options or short sales where appropriate. Investment recommendations and portfolio management are tailored to client-specific factors such as risk tolerance, tax status, liquidity needs and other preferences, and most accounts are managed on a discretionary basis. Aegis is notable for business affiliations that are uncommon among peers: the firm’s ownership is tied to a law practice that provides pension consulting and administration services and to real estate brokerage, construction and development entities, and the firm discloses and documents overlapping client relationships with those affiliates. The brochure also discloses a prior regulatory action — a state advisory certificate revocation in 2016 for failure to pay renewal fees followed by reinstatement — a disclosure event prospective clients are encouraged to review.

To learn more about the advisors currently working at Aegis Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.