Doug Norberg

Role: Partner at Aegis Retirement Partners
Location: Lexington, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Doug Norberg

Aegis Retirement Partners, LLC is a retirement plan consulting & third party…

Experience

Partner
Aegis Retirement Partners
Jan 2017 — Present

Education

Syracuse University
Economics, Political Science
1986 — 1990
Syracuse University
Bachelor's degree, Economics / Political Science
1986 — 1990

Skills

Fiduciary Management
Investments
Financial Services
Fiduciary
Investment Policy Development
457b
Individual Pension Plans
Retirement Planning
Investment Advisory
403b
Retirement
Employee Benefits
401k

Contact information

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Work email
•••••@aegisretire.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Aegis Retirement Partners

Investment Management · 7 employees · Founded 2017 · Concord, Massachusetts, United States

At Aegis we believe that building trust and confidence through personal service is the way to provide real value to our clients. The Aegis team managing your retirement plan is comprised of seasoned professionals with vast experience and because we offer a comprehensive service, our clients have one number to call for any issue that may arise regarding their plan operations. We are independent. We have no service or production obligations to any investment fund families or record-keeping providers. We do not receive any compensation that is not fully disclosed. Our sole goal is simply to find the best products for the plan sponsors and participants we work for and who rely on our judgement with no proprietary strings attached. At Aegis we are your partner, here to guide, advise and administer on all aspects of your company’s retirement plan. Securities offered through Registered Representatives of Cambridge Investment Research, Inc,broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc,Registered Investment Advisor. Cambridge & Aegis Retirement Partners are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

aegisretire.com

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