EGSI INVESTMENT MANAGEMENT

Overview

Egsi Investment Management is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator — it provides portfolio management and financial planning while using outside managers when appropriate — and also conducts insurance brokerage activities. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements appear to be primarily percentage-of-AUM based, with some other fee structures in use. Egsi is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm’s structure and stated activities point to a hybrid model that combines direct portfolio management with outsourced manager relationships and insurance solutions for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices