Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services. We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels. Our firm's breadth and investment knowledge, coupled with Eagle's diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.
Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilizes a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients' overall wealth.
A comprehensive financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients' prosperous futures. We'll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client's financial plans to ensure that they remain aligned with their stated objectives.
Investment Advisory Services Offerings
Fund Advisory Program
This program combines the expertise of professional investment managers with the service and guidance of our firm's Financial Advisors. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we'll help you determine which investment portfolio allocation, consisting of an optimal blend of non-proprietary, mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.
Separately Managed Accounts
Separately Managed Accounts ("SMAs") are a type of professionally managed investment accounts that invests in individual securities on a discretionary basis and provides our clients the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. Our firm's Financial Advisors will leverage Eagle's robust offering of non-proprietary SMA strategies available through third party money managers to either custom design a holistic investment portfolio or will utilize individual strategies to address your specific allocation needs
Rep Directed Program
This is an investment advisory program through which our firm's Financial Professionals will construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by our firm's Financial Professionals. We'll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and achieve investment objectives while remaining aligned with your risk profile