Aegis Capital Management Inc.
Fee only investment and financial advisor based in Berkeley, CA with a second location in Princeville, HI. We work with high net worth clients across the nation.
Marjorie A. Bennett, CFA is the principal of Aegis Capital Management, Inc. and has been involved in the asset management and general finance business since 1981. Aegis Capital Management, Inc., was founded in 1998 with Ms. Bennett as the principal professional. Prior to Aegis, Ms. Bennett worked as a vice president in the San Francisco office of Morgan Stanley Institutional and had also been employed as a senior financial executive for Bay Area companies, including one of the original “Big Eight” public accounting firms.
Ms. Bennett received her B.S. in accounting, graduating cum laude from the University of Colorado at Boulder, and her M.B.A. degree from the University of California at Berkeley. She holds the designation of Chartered Financial Analyst.
Ms. Bennett’s expertise has been highlighted in articles in Business Weekly, Morningstar, Financial Planning Magazine, CFA Magazine, San Francisco Chronicle and Bay Area Business Women. She has presented to investment clubs and educational groups as well as events including UC Berkeley’s annual Women in Leadership Conference.
Other organizations Ms. Bennett has been affiliated with include: Mensa Member; NAPFA – Member and Past Western Region Board Member; YWCA Kauai – Past Board Member; Women’s foundation of CA - Economic Development and Justice Fund; Rotary International – Hanalei, HI – Past Board Member; Global Fund for Women – Inspiration Partner
Marjorie Bennett is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Marjorie Bennett is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Marjorie Bennett is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Marjorie Bennett
Berkeley, CA 94705
4919 Pepelani Loop
Princeville, HI 96722