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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-10-2014
- Office Locations
- 1
Office Locations
About Egsi Investment Management
EGSI Financial (EGSI Investment Management) is a Central Ohio fiduciary financial planning and investment management firm focused on soon-to-be-retired and retired households. The team uses its personalized “Retirement Fitness Plan” process to guide retirement decisions, combining portfolio construction with coordinated tax, estate, and insurance planning. Firm data indicates portfolios are implemented primarily with ETFs; custody includes Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
EDWARD GERARD SIDDELL
Chief Investment Officer, Owner
- CRD
- #4652777
- Ownership
- 75% or more
LeAnne Siddell
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ryan T. Johnston
--
- CRD
- #7705830
Alexander David Rye
--
- CRD
- #7990033
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,087,373 | -- |
| Non-Discretionary | $42,573,549 | -- |
| Total | $144,660,922 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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