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.
Alamo Capital is a full-service investment firm clients have access to fixed-income investments, equities, retirement planning, and all aspects of insurance with the help of our accountants.
Filippini Wealth Management Inc - As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs.
319 East Carrillo Street Suite 201, Santa Barbara, CA 93101