Aegis Investment Management, LLC

Aegis Investment Management provides investment management, investment consulting, and financial planning to a range of clients including individuals, high‑net‑worth individuals, trusts, pension and profit‑sharing plans, charitable organizations, and business entities. The firm reports approximately $14.27 million in assets under management for roughly 26 clients and generally applies a $150,000 account minimum that may be waived at the advisor’s discretion.

The firm constructs portfolios across equities, mutual funds, ETFs, fixed income and foreign currencies, employing charting, fundamental, political/regulatory and economic analysis and pursuing active allocation with the possibility of frequent trading or increased cash levels when appropriate. Accounts are typically managed on a discretionary basis with custody at Interactive Brokers, while consulting and planning services are offered separately on a non‑discretionary basis.

Aegis’s brochure discloses that its principal, Nathan Ostertag, is a licensed insurance agent, and that insurance recommendations may involve commissions and be limited to certain providers; the firm describes procedures to disclose and review such conflicts of interest. The firm also notes that the principal serves as the firm’s Chief Compliance Officer and that it receives technology and back‑office services from its custodian, operational features that may distinguish Aegis from many independent peers.