Egsi Investment Management

Overview

Egsi Investment Management is an independent, privately owned registered investment adviser that combines portfolio management and financial planning with insurance brokerage capabilities. The firm serves both individual and family clients as well as institutional accounts, and it charges clients either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies itself as a capital allocator, indicating it sources and places client capital with third-party managers when appropriate. Egsi does not classify itself as an active ESG investor and appears to operate as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives