A complete list of active advisors currently associated with EGSI Investment Management
Warmer can help you find a great advisor at EGSI Investment Management or one who fits your needs even better.
EGSI provides financial planning, consulting and discretionary investment management to individuals, trusts, estates, businesses, non-profit and institutional public fund clients. The firm also offers retirement-plan consulting and services to trustees and investment committees, including acting in 3(21) and 3(38) fiduciary capacities and supporting participant-directed plans. The firm manages portfolios using a top-down framework informed by fundamental, technical and cyclical analysis and offers model portfolios ranging from capital preservation to aggressive growth, allocating among mutual funds, ETFs, options and individual securities. EGSI tailors portfolios to client objectives, may use Independent Managers for model recommendations while retaining execution discretion, and conducts ongoing supervision with at least quarterly account reviews. EGSI is notable for a high client load for a single-advisor firm — the brochure reports 217 clients with roughly $91.1 million in discretionary assets under management and about $133.2 million under advisement — and for combining investment advisory services with licensed insurance activities. The firm’s supervised persons sell commissionable insurance products and EGSI provides pension and profit-sharing plan services and fiduciary support to plan sponsors, a combination of offerings that is relatively uncommon among independent, solo advisers.
To learn more about the advisors currently working at EGSI Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Dublin, OH
| 22
|
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