EGI Financial, Inc. and American Heritage Securities, Inc. are two affiliated investment firms headquartered in Akron, Ohio.

EGI Financial, Inc.  is a Registered Investment Advisory firm.

American Heritage Securities  is a full service brokerage firm.

What We Do

American Heritage Securities, Inc. provides  traditional stock brokerage services. We establish brokerage accounts and provide the level of assistance desired by our clients to achieve their investment goals. We provide advice through a relationship that is driven by the client’s need for either an active or passive investment experience. As typical of brokerage relationships, it is commission based.

EGI Financial Inc. provides fee-based investment advisory services. We develop investment programs based on each individual client’s needs. We use a proprietary asset allocation model to manage risk and investments are selected based on fundamental and technical analysis. Portfolios are individually managed on a discretionary basis, dependent on each clients’ objectives and risk parameters.

Why Are We Different?

• Our objective is to provide the level of investment service and products most suitable for each client.
• We are small firms with big resources.
• Our size and philosophy mean you receive highly personal advice.
• Our resources, experience and commitment mean you receive the highest quality investment advice.
• Our size means low overhead, low expenses and lower cost to you.
• We have more flexibility, freedom and independence to offer you the best advice, services and products available in the financial services industry.
• We strive to provide the highest level of integrity and professionalism in every aspect of our relationship with clients.