Aegis Wealth Advisors provides a principled service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled wisely and their financial lives organized. We welcome you to review the values that distinguish us from many others in the financial services industry:
We are Fiduciaries
As a Registered Investment Adviser (RIA), it is our duty to uphold the highest legal standard of care, trust, and diligence for our clients. We have the elevated duty to protect our client’s assets, and always put our client’s interests first. We believe financial advice should be provided through an educational approach rather than a sales approach.
We utilize Science and Technology
We believe investment decisions should be based on facts and data, not speculation. Asset Class Investment philosophy is based on 80+ years of market data and Nobel Prize winning research. Our renowned Investment Committees utilize the latest in mathematical data and market research to build a structured approach to help investors achieve their lifetime financial goals.
We are Independent
We are not obligated to any brokerage house or investment bank, but we do not work alone. Our strategic partnerships provide us with an efficient office, cutting edge technology, and access to world renowned Investment Committees. Our client first business model provides the freedom and objectivity to provide a far wider spectrum of investment and financial planning analysis. We are not pressured by sales executives or corporate shareholders attempting to promote unsuitable products, investments, or advice. Our loyalty is to our clients.
We Utilize A 3rd Party Custodian
Invested assets are principally held with a Third Party Custodian such as Charles Schwab or TD Ameritrade, to provide the peace of mind of account safekeeping, accurate record keeping, monthly reporting, and 24 hour online access.
We are Fee-Only
All advisors and investments have fees. Some charge commissions, or a variety of often "hidden" fees. Our competitively low and transparent fee structure is directly tied to the value of our client’s investments, so our business only grows when our client’s investments grow. We believe that all financial advisors should be tied to the success of their client’s financial strategy, not commissions or corporate sales incentives. Unfortunately, there are many in our industry who do not share this belief.
We are Comprehensive
Our inclusive Financial Life Planning practices help us understand our client’s goals and values, so we can work together to build a sound financial strategy. When appropriate, our Professional Team of Estate Planning Attorneys, CPA’s, Insurance Agents, and other Trusted Partners ensure our clients have an exceptional and comprehensive advisory experience. Our goal is to educate our clients about their financial planning and investment options, help manage and simplify their wealth portfolio, and provide peace of mind for today and many years to come.