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 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.

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
Ryan Johnston	Dublin, OH	2
Alexander Rye	Dublin, OH	0
Edward Siddell	Dublin, OH	22

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