About Aegis Trust Company

Employee Stock Ownership Plans (ESOPs) require companies to follow rigorous rules and guidelines. At Aegis, we support ESOPs through comprehensive services, expert oversight, and unparalleled expertise. We are the nation’s benchmark for excellence in ESOP services.

100+

Years of Combined Experience

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about Us

Empowering Shared Success

As an Aegis client, you will experience our well-rounded in-house expertise and deep mastery of regulatory requirements, all driven by our sincere passion for what we do. Gain confidence in our protection, peace of mind in our expertise, and limitless growth potential when you work with Aegis.

We love what we do, and all we do is ESOPs.

What is an ESOP?

An Employee Stock Ownership Plan (ESOP) allows employees to own a piece of the company they help build. Through stock acquisition, it fosters a culture where responsibility is shared and every success is collective.

Why Does Aegis Support ESOP Companies?

We believe in the transformative power of ESOPs for business owners, employee owners, and the society at large. ESOPs promote a sense of shared ownership and success, leading to more prosperous and equitable businesses.

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One-Stop Shop

Comprehensive In-House Expertise

We Care

Sincere Interest in Your Success

Deep Knowledge

Unparalleled Experience with DOL Requirements

the Aegis Logo

What is an “Aegis”?

In Greek mythology, Zeus carried a protective shield known as the "Aegis" - symbolizing protection and wisdom. At Aegis, we are committed to being your protector and guide as we safeguard you against adversity. We steadfastly support ESOPs through comprehensive services and expertise.

Aegis's Beliefs

Our beliefs form the foundation of everything we do. They guide our actions, fuel our passion, and serve as our compass as we work to transform the economy through ESOPs.

We believe that ESOPs can transform American business.

When employees are also owners, everyone benefits in the long term. ESOPs build generational wealth and create a more equitable economy.

We believe in collaboration and mutual respect.

Our internal and external working relationships are built on trust and transparency. We are a close-knit team dedicated to providing exceptional service, bringing our best selves to work every day.

We believe in the impact of our work.

The work we do today will have a profound impact on generations to come. We take that responsibility seriously and always go above and beyond for every client in our portfolio.

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With Aegis, your company is in capable and caring hands.

Think of us not merely as your ESOP or Corporate Trustee, but as your steadfast advisor and guardian for your company and its employees, adeptly navigating the complexities of trust management.

We offer you confidence and peace of mind in your journey to shared success. My firm belief is that ESOPs and strong corporate trusteeship can transform businesses and create a more equitable economy, and I’m excited to help guide your company toward this prosperous future."

Robert E Lesser, Esq.
President & CEO

Share a Big Vision

Believe in the value of shared success and employee empowerment

Embody Long-Term Thinking

Seek a strategic, long-term partner to manage their ESOP or Company

Make Employee Ownership a Reality

Partnering with Aegis opens the door for businesses of all sizes and industries to embrace employee ownership, fostering growth and a legacy of shared success.

Who We Serve

Aegis' Clients

We collaborate with forward-thinking leaders aiming to steer their companies to new heights, anchored by a foundation built for enduring success.

Who We ARE

The Aegis Team

Our team is a dedicated group of ESOP experts, committed to helping companies thrive through employee ownership and trusted fiduciary guidance. We bring deep industry knowledge and a passion for empowering businesses and their people.

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