Investment Advisory Services

Eagle Strategies offers a number of fee-based asset management programs designed to help ensure that our interests are aligned with yours: protecting and growing your investments. Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and fund advisory accounts. Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management. Other miscellaneous charges may apply.

Our financial advisors can help you navigate today’s complicated market environment and manage your wealth for the future, whatever may come.

1. Asset Allocation

We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations.

We build your portfolio with a diverse mix of equity, fixed income, cash and specialty asset classes according to your specific investment strategy to help you reach your long-term goals and withstand unforeseen fluctuations. - See more at: http://eaglestrategies.com/#/our-services

2. Wealth Management

Whether you desire portfolio management from one of our many available professional investment managers or personalized portfolio construction from your adviser, we offer portfolios that are developed for your needs and objectives, continuously monitored and managed to help them keep pace with your evolving goals.

3. Portfolio Optimization

Integrating your insurance and investment decisions helps meet your protection needs, and may help optimizes your portfolio returns and lower risk.