The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
You have worked hard for your wealth, and we want your money working for you as often and efficiently as possible. Therefore, the core of our investment philosophy at EGL Investments, is crafted around the ability to compound returns, and ultimately your wealth.
Our goal is to limit your losses during market pullbacks so that when the markets rally back, you have more money to capture the upside. To achieve this goal, we have made significant investments in our economic and market research team.
Our group of quantitative analysts review thousands of data points, which bring unique and compelling insights into how and why your money is invested.
We offer a series of investment strategies that seek to increase investor confidence through a consistent experience so that you can compound your wealth in the timeframe assigned through the financial planning process.
Overall, our rules-based approach takes the emotion out of investing and fosters an atmosphere of quality decision-making, even in turbulent times.