Investment Review Appointments | Inside Scoop

Investment Review Appointments

As part of our Fiduciary Duty we are required 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.  Effective immediately, we will be sending you an email from our general mailbox (info@aegis4me.com) for you to call to schedule your investment review. We will also send an email reminder once the appointment is scheduled or if one has already been scheduled. If you do not have an email address, we will still send you a post card in the mail.

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. If setting up a phone call or zoom investment review works better for you, please let us know when scheduling your appointment.