Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned
subsidiary of New York Life Insurance Company, 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 their clients’ unique
investment objectives and risk tolerance levels. The breadth of investment knowledge of
our Financial Advisors, coupled with the support of 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
accounts that invest in individual securities on a discretionary basis and provide clients
with the flexibility of restricting the holdings 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 pursue investment
objectives while remaining aligned with your risk profile.
