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Agilis Investment Management

EST. AUM
$123,781,946

CONTACTS
2

CLIENT ACCOUNTS
212

Firm Details

Metro area Stamford
CRD Number 336358
Website agilisim.com
Client types

Overview

Agilis Investment Management LLC is a specialty investment management and advisory firm based in Wilton, Connecticut that focuses on helping individuals and institutions seeking reliable income generation, capital preservation, and tax-effective investment portfolios. The firm emphasizes a fiduciary, bespoke approach combining analytical research with direct engagement with company management and industry experts to identify income-oriented and undervalued assets that may not be widely held or tracked by mainstream funds, with the goal of producing steady cash flow and long-term wealth accumulation tailored to client objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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