Investment Management
Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned
subsidiary of New York Life, and is a provider of holistic investment advisory and financial
planning services. Our financial advisors 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. The breadth and investment knowledge of our Financial Advisors, coupled
with Eagle’s diverse team of investment experts, allows them to provide the continuous
financial guidance needed to help clients achieve long-term financial success.
Investment
Advisory
Managing your wealth requires a clear understanding of your overall investment
objectives. Eagle's comprehensive investment advisory capabilities utilize 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.
Financial
Planning
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 clients’ 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 third party investment managers
with the personalized service and guidance of the Financial Advisor. 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
nonproprietary 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
account that invest in individual securities on a discretionary basis and provide
clients with the flexibility of restricting the holding of certain securities and
tactically utilizing gains and losses for tax planning purposes. We will leverage
Eagle’s robust offering of nonproprietary SMA strategies available through third-party
money managers to either custom design a holistic investment portfolio or utilize
individual strategies to address your specific allocation needs.
Rep Directed Program
This is an investment advisory program through which we 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 us for you to
review and approve. 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.
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