Welcome to Aegion Mountain
Navigate the financial terrain with a guide that knows every ridge.
Let us work with you to build a remarkable, new financial future. We keep every step practical so leadership teams gain clarity and families gain undeniable momentum.
- Guided onboarding that translates your ambitions into a workable plan.
- Short-term cash strategies that still earn up to 4.00% APY.
- Protection backed by partner-bank insurance of up to $3M.
180+
Plans modernized since 2020
4.00% APY
Cash yield target
Up to $3M
Partner-bank coverage
Field Notes
Cash deployment windows under 24 hours
Slide capital into insured accounts, bring it back into operations, and keep the plan on track without forfeiting yield.
Reach higher
Reach new heights in your life.
Aegion Mountain is a leading partner for modern financial programs, offering individualized playbooks for sustained prosperity and thoughtful wealth stewardship.
Financial Mastery
Create revenue streams intentionally and steadily. We harmonize short-term cash goals with long-term compounding so every decision feeds a healthier balance sheet.
Strategic Transformation
Encourage constructive change that leads to a prosperous future. Our analysts translate complex market signals into action steps your team can actually run.
Collective Ingenuity
Build creative solutions that unite operations, HR, and finance. Shared rituals and transparent reporting keep everyone marching toward the same summit.
Short-term savings
Easily increase your short-term savings returns while keeping cash within reach.
Earn an enticing 4.00% APY through our partner banks. Accessing and investing your cash stays effortless with no hidden conditions or obligations.
Unlock greater returns on idle cash while preserving complete liquidity. We choreograph cash sweeps, provide transparent dashboards, and alert you before key funding windows so you never sacrifice flexibility for yield.
- No account fees or surprise lockups.
- No minimum or maximum balance required to earn 4.00% APY.
- Up to $3M of partner-bank insurance on deposits.
- Daily liquidity so you can redeploy capital whenever opportunity knocks.
Extra assurance
Statements consolidate every partner bank, making compliance reviews and treasury reporting as simple as exporting a single file.
Wealth Accumulation
Build a solid foundation for all of your financial assets to grow.
You care about investing, saving, or maximizing profits; we provide the discipline and automation behind effortless wealth building.
Benefit from an exceptional 4.50% annual percentage yield on capital without complicated lockups. Dividends from our carefully curated portfolio of low-risk bond ETFs flow alongside future-ready themes so you capture dependable income while positioning for tomorrow.
Explore a wide range of alternative allocations, tax-aware strategies, and retirement account structures without adding busywork to your day. Automation keeps the strategy in sync; your only job is to choose where to celebrate the progress.
Get StartedAbout Aegion Mountain
A trusted companion for every climb.
Aegion Mountain is a thriving investment partner committed to encouraging wise financial decisions and meaningful economic expansion. We prioritize innovation and customer success, using our experience to guide clients across constantly evolving financial terrain.
Our team blends fiduciary rigor with approachable coaching, delivering specialized, ROI-focused solutions that feel personal even when the stakes are high. From goal-setting to plan assurance, we are beside you for every switchback.
How to get started
Follow four simple steps to begin.
From registration to rollover, the process is clear and fast. Move through each milestone and you will be compounding in no time.
Step One
Sign up | Enter Details
The first requirement for this programme is to sign up, by entering all recommended information correctly.
Step Two
Fund Your Portfolio | Any Amount
Once logged in, you can commence by funding your account using any of our secured deposit options that suit you.
Step Three
Invest | Choose a Plan
We have lots of plans with various starting amounts. Based on your deposit, choose the plan that accommodates you and enroll immediately.
Step Four
Withdraw | Or Rollover
You can choose to withdraw at the end of the investment tenure, or roll over your investment to accumulate more.
Trust
Relationships anchored in delivery.
We champion discretion and reliability - earning mandates from Fortune 200 boards, growth-stage disruptors, and mission-driven institutions.
“Aegion Mountain transformed how our board understands retirement readiness. Their detail and empathy show up in every interaction.”
Elena Park
“They deliver clarity in the room, alignment after the meeting, and measurable lift in plan outcomes within weeks.”
Marcus Flynn
“A trusted guide for structuring bold growth agendas - decisive, data-rich, and deeply collaborative.”
Priya Raman
Partners & Alliances
Let's connect
Start your journey with Aegion Mountain.
Share your priorities around IRA, 401(k), or governance programs and our team will reply within one business day.
We replay every note with a tailored agenda - please include timelines, mandates, or stakeholders we should prepare for.
