Aegis Asset Management, Inc.

Overview

Aegis Asset Management, Inc. is a small, corporate registered adviser that provides portfolio management primarily for individual and family clients and small businesses, while also serving some institutional relationships. The firm charges fees based on a percentage of assets under management and identifies equities as its preferred exposure. It does not describe itself as an active ESG investor, is not structured as a multi-state adviser, and does not present as a pension consultant or capital allocator. Reported owner type is a domestic entity with individual ownership. Industry connections include relationships with a law firm, a pension consultant and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives