Marjorie Bennett (CFA®, MBA)

Marjorie Bennett focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Our goal at Aegis Capital Management is to maximize the desired investment return and minimize portfolio risk. We accomplish this via diversification and by using tax-sensitive, low-cost investment vehicles all the while managing asset allocation with regard to defined investment objectives. Aegis brings to its clients over 30 years of industry experience along with a stable of carefully selected, seasoned mutual fund and separate account portfolio managers who have proven track records in their specific areas of expertise.

Our lifetime planning services aim to maximize your ability to maintain financial independence, protect your accumulated savings, and plan for major events over your lifetime. We help you to understand the financial impact of choices available to you so that you can make the best decisions possible. A lifetime plan is not a one time, static document; rather like life, it is dynamic and must be flexible to meet your changing circumstances and goals. We collaborate with you to make sure your lifetime plan remains updated and relevant. We show you how you can reach your goals by proper management of your financial resources and choices.

Additional Information

Marjorie A. Bennett, CFA is the principal of Aegis Capital Management, Inc. Ms. Bennett has been involved in the asset management and general finance businesses since 1981. Aegis Capital Management, Inc., was founded in 1998 with Ms. Bennett as the principal professional. Prior to Aegis, Ms. Bennett worked as a vice president in the San Francisco office of Morgan Stanley and had also been employed as a senior financial executive for Bay Area companies, including one of the original “Big Eight” public accounting firms. Ms. Bennett’s expertise has been highlighted in articles in Business Week, Morningstar, Financial Planning Magazine, CFA Magazine, San Francisco Chronicle and Bay Area Business Women. Ms. Bennett has presented to investment clubs and educational groups as well as events including UC Berkeley's annual Women in Leadership Conference.

Personal Bio: Marjorie currently lives in Berkeley, California where she enjoys an active lifestyle and running half marathons. She was born and raised in Hawaii, and has a second home in Princeville, Kauai.  Traveling is her passion, and her favorite vacation spots include Barcelona and New York. She encourages her clients to follow her advice and take a little "retirement" each year from everyday life and enjoy time traveling. Besides staying active and traveling, Marjorie enjoys renovating old homes and playing with her adorable three year old chocolate lab, Annie.

NAPFA Start Date

April 30, 2003

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This Office

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

Other Offices

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