About EGI Financial - investors advice, investment advice, securities, portfolio, investments, retirement, money, savings EGI Financial. Clients include a wide range of individual investors, small institutions, corporate retirement plans, and individual retirement plans. The principal advisors of the firm have over 50 years cumulative experience in assisting investors with their needs.
Clients meet with their advisor as often as quarterly, and telephone communication is frequent.
However, this personal approach does not detract from providing professional service. Investment advisors at EGI Financial Inc. take pride in their investment experience, their professionalism, and their conscientious attitude. They are adept at understanding investor's needs and objectives and translating those objectives into actionable investment programs. The investment philosophy at EGI Financial can be classified as conservative, long-term, and growth oriented. We stress the attractive, long-term growth potential of quality equity investments, yet we emphasize the safety of a diversified investment program that minimizes volatility.