Investment Management

We leverage Eagle Strategies LLC'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.

Some of the investment management services that we can offer are:

  • Investment Advisory Services
  • Financial Planning
  • Fund Advisory Program
  • Separately Managed Accounts
  • Rep Directed Program

Eagle Strategies, LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life.

All investment advisory services are offered through Eagle Strategies, LLC, a registered investment advisor.

All investments involve risk including the potential loss of principal. Investing in an ETF will give the portfolio exposure to the securities comprising the index on which the ETF is based and will expose the portfolio to risks similar to those investing in those securities. ETFs are subject to market price risk. Shares of ETFs are traded on an exchange and will trade at market price, which may be above or below its net asset value (NAV). There is also a liquidity risk in that the trading of an ETF may be halted due to such things as market conditions. The investor will pay brokerage commissions in connection with the purchase of shares of ETFs.

Read & Learn More

Asset Allocation Whitepaper

Asset Allocation

Investment Portfolio Management Whitepaper

Investment Portfolio Management

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Financial Planning

Be successful at financial planning by letting us create the right blueprint for you.

War For Your Wallet

There is always going to be conflict between wants and needs. Let us help you manage that.