There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Retirement planning
  • Qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • Employee Pension Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

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.