Your portfolio is important.
It represents more than just a dollar figure on a statement and more than just a figure of net worth. Your investments are your protection to life’s unexpected occurrences. Your investments are your future. Your lifestyle tomorrow is dependent not only on saving today, but the returns on your portfolio. Your investment returns are heavily dependent on two forces.
The first consideration is your allocation. The construction of the portfolio is a critical factor in how your portfolio grows. Volatility can be your friend when things are going well with the markets, but as the tech bubble of 2000 and the financial crisis of 2008 have taught us, that same volatility can leave you reeling in short order when things turn.
This brings us to the second influence which we feel is equally important – your psychology. How you feel about your investments will have a huge impact on your portfolio. How will the influences of today’s economy and markets affect your portfolio? How will those same influences impact how you feel about your portfolio? How will your feelings impact your investment decisions? How will those decisions impact your future?
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.
Our Investment Advisory Service offerings include:
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.
