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
Investment Advisory
Managing your wealth requires a clear understanding of your overall investment objectives.
Eagle's comprehensive investment advisory capabilities utilizes 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 Plannning
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 client' 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 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
