Aegis Capital Management Inc.

Our goal at Aegis Capital Management, Inc. is to maximize your desired investment return and minimize your portfolio risk.  We offer full service management and take a hands-on, proactive approach to managing portfolios. We are strong believers in diversification and use tax-sensitive, low-cost investment vehicles while managing asset allocation with regard to defined investment objectives.  We work with carefully selected, experienced mutual fund and separate account portfolio managers who have proven track records in their specific areas of expertise.  

We believe that all our clients have both the right and responsibility to play a direct role in decisions that impact their financial future. Toward this end, we partner with you to share knowledge, clarify priorities and implement strategies that lead to long-term financial security. Through listening and learning, we instill confidence and cultivate loyalty. We also offer the option of socially responsible investing so that your portfolio reflects your values.

We are compensated on a fee-only basis. We do not sell any products nor do we accept commissions. 

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Advisors at this Office

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This Office

3667 Albert Road Princeville, HI 96722-5304 Phone: (510) 655-9333 Fax: (510) 655-5453

Primary Office

3667 Albert Road Princeville, HI 96722-5304 Phone: (510) 655-9333 Fax: (510) 655-5453

Other Offices

3083 Akahi St Suite 204 Lihue, HI 96766 Phone: (808) 346-1331