Egsi Investment Management

EGSI Investment Management provides personalized investment management, financial planning, and consulting services to individuals, families, businesses, and retirement plans. The firm builds customized portfolios using mutual funds, exchange-traded funds, options, and individual stocks and bonds, tailored to each client's specific goals and risk tolerance. EGSI also offers comprehensive financial planning covering retirement, estate planning, tax strategies, insurance, education funding, and debt analysis. Clients can choose from several model portfolios ranging from conservative income to aggressive growth. EGSI operates primarily on a fee basis, charging either a percentage of the assets under management or fixed fees for planning projects.