Brokerage Services

Our brokerage services are aimed at providing comprehensive support in managing your wealth and investments. We offer three main types of brokerage services: Heritage Trust, Mortgage Brokerage Services, and Securities Brokerage Services.

Heritage Trust

Our Heritage Trust Brokerage Services are designed to help you manage and grow your family’s legacy. We provide personalized solutions to ensure that your wealth is protected and passed on to future generations. In addition to trust management and estate planning, we offer support in the security and transportation of high-value assets and address family succession issues.

Benefits:

Personalized Planning: Tailored strategies to meet your unique heritage and legacy goals.
Expert Guidance: Access to experienced professionals who specialize in trust management, estate planning, and family succession.
High-Value Asset Security: Comprehensive support in the secure transportation and protection of high-value assets.
Long-term Security: Ensuring that your wealth is preserved and transferred according to your wishes.

How It Works:

Consultation: We discuss your heritage and legacy goals to understand your specific needs.
Risk Assessment: We evaluate current local legislation and potential risks to ensure all protection tools are guaranteed.
Strategy Development: We create a customized plan that aligns with your objectives and legal requirements.
Ongoing Management: We provide continuous support and adjustments to ensure your heritage trust remains effective.

Mortgage Brokerage Services

Our Mortgage Brokerage Services assist you in finding the best mortgage solutions for your property investments. Our main office is located in Manhattan, the world’s financial center, and we partner with the largest banks and hedge funds in the city to ensure better opportunities and business conditions for our clients.

Benefits:

Wide Network: Access to multiple lenders and mortgage products.
Competitive Rates: Negotiating the best terms and rates on your behalf.
Personalized Service: Customized mortgage solutions to fit your financial situation and property goals.
Strategic Location: Based in Manhattan, providing direct access to top financial institutions.

How It Works:

Needs Assessment: We evaluate your financial situation and property goals to identify suitable mortgage options.
Lender Selection: We connect you with lenders who offer the best terms and rates for your needs.
Application Support: We guide you through the mortgage application process, ensuring all documentation is accurate and complete.

Securities Brokerage Services

Our Securities Brokerage Services provide you with the tools and expertise needed to navigate the financial markets. We offer a range of investment products and services to help you achieve your financial goals. Our strategic location in Manhattan and partnerships with major banks and hedge funds provide unique opportunities for our clients.

Benefits:

Market Expertise: Access to experienced brokers with deep knowledge of the financial markets.
Diverse Investment Options: A wide range of securities, including stocks, bonds, mutual funds, and more.
Risk Management: Strategies to manage and mitigate investment risks, tailored to your risk tolerance and financial goals.
Strategic Location: Based in Manhattan, providing direct access to top financial institutions and investment opportunities.

How It Works:

Portfolio Assessment: We assess your current investment portfolio and financial goals.
Investment Strategy: We develop a customized investment strategy that aligns with your objectives and risk tolerance.
Ongoing Management: We provide continuous monitoring and adjustments to your portfolio to ensure optimal performance.

Contact us

Ready to experience the Aegis Capital Security difference? Contact us today to learn how we can help you achieve your financial goals with confidence and security. Let us be the shield that protects your financial future.