EGSI Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,518,208
Clients
246
Advisors
3
of 4 employees
About
EGSI Investment Management provides investment management, financial planning and consulting to individuals, trusts, estates, businesses, non-profit organizations and institutional public funds. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting and services to trustees and investment committees, and can advise on assets held in employer-sponsored plans and insurance products such as variable life and annuity contracts.
The firm applies a top-down approach to market analysis, combining fundamental, technical and cyclical methods and making tactical adjustments to strategic asset allocations. EGSI offers model portfolios from capital preservation to aggressive growth, uses Independent Managers and third-party models when appropriate, and emphasizes continuous, regular account supervision across mutual funds, ETFs, options and individual securities.
EGSI’s Brochure discloses that several of its Supervised Persons are licensed insurance agents who offer commissionable insurance products and that the firm advises on or manages assets maintained at underwriting insurance companies—arrangements the firm acknowledges can create conflicts of interest and discloses. The firm also provides 3(21)/3(38) fiduciary services for retirement plans, acts as a solicitor to other RIAs, and recently transitioned to SEC registration while managing roughly $145 million in client assets with a small adviser team.
Client services
Expertise
Occupation focus
Fee options
Flat fees charged for financial planning and consulting services, typically $500 to $15,000; additional flat fees for plan updates $500 to $2,500.
$0 - $0: Not explicitly tiered but fee range is 0.25% – 2.00% annually based on portfolio size and other factors; fees will not exceed 3.00% per annum.
Certain supervised persons offer insurance products on a separate commission basis.
Account minimum: $50,000 Minimum fee: Financial planning and consulting fees historically ranged from $500 to $15,000; additional flat fees for annual updates range from $500 to $2,500. Fee-only: Fixed fees for financial planning and consulting, negotiable, generally $500 to $15,000 depending on scope.
Main office
5100 Parkcenter Ave, Suite 120
Dublin OH 43017
Advisors at this office
3
Most active in
Ohio · Texas
Also doing business as
Egsi Investment Management · Egsi Investment Management, Inc. · Siddell, Edward Gerard
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan J
Series 65, Series 63
Dublin, OH
EGSI Investment Management
Ryan Johnston is a financial advisor with EGSI Investment Management in Dublin, Ohio. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining EGSI, he worked at The Huntington Investment Company and The Huntington National Bank. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm uses a top-down market analysis approach and offers discretionary and non-discretionary portfolio management, retirement plan consulting, and fiduciary services.
Alexander R
Series 63, Series 65
Dublin, OH
EGSI Investment Management
Alexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.
Edward S
Series 65
Dublin, OH
EGSI Investment Management
Edward Siddell is a Series 65 licensed advisor with over 22 years of industry experience. He has worked at EGSI Investment Management since 2002 and at Prosperity Capital Advisors since 2011. He is also the CEO of a business involved in insurance. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach to market analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.
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