AEGIS Financial (AEGIS) is an investment advisor registered with the SEC. The information provided should not be relied upon by the viewer as legal or tax advice, or research or investment advice regarding any investment, nor should it be construed as a solicitation or recommendation to purchase or sell any stock, bond or other security. Considerate efforts are made to provide a balanced presentation and a sound basis for evaluating content, however, unscripted presentations do not always lend themselves to a full and fair discussion of all the material facts an investor may want to consider before investing. All items in this presentation have been previewed by a qualified supervisor at AEGIS to avoid unqualified, promissory, exaggerated, unwarranted, or misleading statements or claims, including promises of specific future returns or projections of investment performance.
The Forbes America’s Top Wealth Advisors 2023, 2022 and 2021 ranking, developed by Shook Research, is based on in‐person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, review of compliance records, community involvement, firm nominations, and quantitative criteria, including: assets under management and revenue generated by the firm. This rating is based on the period from 6/2021 to 6/2022 for 2023 Award, 6/2020 to 6/2021 for 2022 Award and 6/2019 to 6/2020 for 2021 and are released on the following April each year thereafter. The Forbes Best in State Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s).