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. We concentrate on high-quality growth companies that are reasonably valued. We use modern portfolio theory to balance and diversify portfolios based on the client's objectives and risk tolerance Investment vehicles include stocks, no load mutual funds, and corporate, municipal, and treasury bonds.
Compensation is based on the value of the investments being managed.
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