As part of our Fiduciary Duty we are encouraged to complete an investment review with you at least annually. During your investment review the team at AEGIS Financial will attempt to schedule your next review. Although you may not know your schedule 6 months or a year from now, scheduling the appointment helps us to plan our schedules, workload etc. We understand that you may need to reschedule as things come up in life however, we greatly appreciate you helping us by scheduling in an advance.
In the past, AEGIS Financial mailed out postcards to remind you to call and setup your periodic investment review or to remind you of your scheduled appointment date and time, instead we will be sending you an email from our general mailbox (email@example.com) for you to call to schedule your investment review. We will also send an email reminder one month prior to the appointment, and a phone call reminder one week prior to the appointment. If you do not have an email address, we will still send you a post card in the mail. If you have any questions or need to make an appointment, please call Courtney, AEGIS’ Client experience concierge at our Oshkosh office at (920) 233-4650. Courtney handles confirming and scheduling all appointments.
We appreciate your understanding and cooperation in advance. Please ensure you are checking your email periodically as email has become our most common method of communication.
If you are not comfortable coming into our office due the pandemic, we are now offering both zoom and phone call investment reviews. Please note, that we will not be holding any in person reviews for the month of October due to COVID-19, we hope to be able to have in person reviews again starting in the month of November. If you have or need an appointment after the month of October, and you are not comfortable having an in-person review, we are happy to do a phone call or zoom meeting instead.
When a Client passes away there are alternative options for Beneficiaries Having a conversation with your AEGIS Financial advisor will provide you with straight- forward […]