How does the advisor help clients – Key Takeaways:
EGSI Investment Management provides tailored financial advice and guidance to its clients. With years of experience in the industry, their team of professional advisors helps clients make informed decisions and achieve their financial goals.
Facts and Insights
As of December 2020, EGSI Investment Management has over $500 million in Assets Under Management (AUM). They have a team of 10 experienced advisors who have a collective experience of over 100 years in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $500 million | 10 |
Financial Services Offered
EGSI Investment Management offers a wide range of financial services to its clients. These include investment management, retirement planning, wealth management, tax planning, and estate planning.
Client Types
The firm serves a diverse client base, including high net worth individuals, families, and business owners. They also work closely with corporations, foundations, and non-profit organizations to help them manage their assets and achieve their financial objectives.
Fees & Compensation
EGSI Investment Management charges an annual fee based on a percentage of the client’s AUM. The firm believes in aligning its interests with those of its clients and only charges fees when they generate positive returns.
Background
The team at EGSI Investment Management has a strong background in finance, economics, and business. They prioritize continuing education and stay updated with the latest industry trends and regulations. This enables them to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, EGSI Investment Management follows strict regulations and guidelines set by the SEC. They have a fiduciary duty to act in the best interests of their clients and are required to disclose any potential conflicts of interest.