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.
