About Eagle Strategies LLC

Through Eagle Strategies LLC, a Registered Investment Adviser and indirect, wholly owned subsidiary of New York Life Insurance Co., I can provide our clients access to fee-based investment advisory services tailored to meet their specific personal or business needs.

Investment Advisory Services

Today’s capital markets are extremely volatile.  In this challenging environment, there are no simple solutions.  Rather, success is achieved through a well-conceived investment strategy.

However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process.  Through our relationships with independent, top-tier investment firms, we can help simplify the process.

At Eagle Strategies, we typically use a fee-based “assets under management” approach, which helps ensure that our interests are always aligned with yours—to protect and grow your investments.

Through our various investment programs—ranging from separately managed portfolios of stocks and bonds to mutual fund wrap accounts*—we can personalize your investment portfolio to help you meet your financial goals.

All of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts’ total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.

Based upon your individual objectives, we can help you select the type of program best suited to help you achieve your investment goals.

Commitment

Selecting a financial adviser is not an easy decision.  It’s a matter of commitment and trust.  Eagle Strategies Corp. and I are committed to earning our clients’ trust everyday.  By working together, we are confident that we can help you achieve your financial goals.

Investment planning is just one area of financial planning.  My primary focus continues to be providing comprehensive, “holistic”, financial services to the business owner as well as individuals.  My objective is to help them achieve their wealth accumulation and estate conservation goals.  These sophisticated investment advisory services can help augment and pull the processes together.

Getting Started

Getting started is easy.  It starts by reviewing where you are currently, understanding your specific goals for your financial future and crafting a tailored solution to help you meet your personal objectives.  There is never a cost or obligation to see if I might be able to assist you and compliment your current strategies.

Click Here to Visit Eagle Strategies Website



*Certain mutual funds pay 12-b1 fees.  Nominal transaction costs may occur.

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