Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals.
A RELATIONSHIP BUILT ON TRUST
Our business is personal. Your relationship with us is built over the span of decades and sometimes, generations. A commitment like that requires a tremendous amount of trust.
Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.
FINANCIAL PLANNING
Eagle Strategies LLC, A Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with us on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.
INVESTMENT ADVISORY SERVICES
Eagle Strategies offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours, while protecting and growing your investments.
Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and mutual fund wrap 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.
