Cybersecurity Precautions

Written by: Cindy Joyce and Amber Ott It has been widely reported that during the ongoing coronavirus crisis, cybercriminals are poised to take advantage of the vulnerable.  We all must be careful, particularly when it comes to our personal data.  In this uncertain...

How Does Agili Get Paid?

Written by: Amber Ott How Agili Makes Money… Agili is a fee-only firm.  This means our sole source of revenue is the fees we earn from our clients for managing their assets.  That makes us only accountable to our clients.  And we like working for you. We charge...

Another Successful Client Survey!

Written by: Cindy Joyce   I would like to offer a sincere thank you to our clients who participated in the 2019 Client Survey.  The survey concluded in November and we received the summary right before the holiday season.  It is a true gift to see that our clients...