A complete list of active advisors currently associated with Aegis Wealth

Warmer can help you find a great advisor at Aegis Wealth or one who fits your needs even better.

Aegis Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations. Like many team firms, it charges percentage‑of‑AUM fees and also arranges for third‑party managers and retirement rollover advice as part of its services. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods and uses both long‑ and short‑term trading as well as dividend strategies to construct portfolios that typically include mutual funds, ETFs, equities, fixed income, real‑estate funds and non‑U.S. securities. Aegis tailors allocations to client goals and risk tolerance, employs model allocations where appropriate, and conducts periodic reviews while often operating under discretionary trading authority. Distinctively, Aegis discloses that principals provide licensed legal and accounting services to clients and may offer tax return preparation for clients, arrangements the brochure identifies as potential conflicts of interest and that can involve separate or allocated fees. The firm also highlights custody and broker relationships that provide research and practice‑management benefits and notes oversight measures (including surprise CPA examinations for certain trustee accounts) that relate to its custody arrangements.

To learn more about the advisors currently working at Aegis Wealth, 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.