Marjorie Bennett, CFA / Financial Advisor in Berkeley, California

We provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. At Aegis Capital Management, we emphasize client education and participation in the investment management process. Our commitment to integrity and clear informative communication has earned our firm the trust and respect of both individual and institutional investors. Because of our focused commitment to providing quality client service, we work with a limited number of select clients. We believe that client knowledge is the greatest asset.

Specialties

401K Consulting 403B Plans CFA College Planning Comprehensive Financial Planning ETFs Fee Only Fee-Only Independent Investment Advisor Investment Consulting Investment Policy Statements IRA MBA Mutual Funds NAPFA Member Retirement Planning Socially Responsible Investments Wealth Management