Investment Advisory Programs

 

Value of Professional Advice

Access to professional advice focused on your best interests is a significant advantage when developing an optimal portfolio, designed to help you achieve your short- and long-term financial goals. 

“Retail investors say that having a real person to help guide them will be more important than the latest technology.”

* A trusted Financial Advisor who has a thorough understanding of your goals, current financial situation, risk tolerance, and investment time horizon can help you navigate various investment options to build a solution that is right for you, help you stay invested during periods of market volatility, and advise you when your goals and/or risk tolerance change.

 

Investment Advisory Programs

Fund Advisory Accounts: For those investors who desire broad financial market participation and wish to have ongoing advice from a financial professional. Investment Advisory programs are appropriate for clients who seek a disciplined investment strategy, wish to have the ongoing advice of a professional advisor, want to implement a long-term investment plan and prefer the consistency of fee-based pricing.

 

Separately Managed Accounts (SMA): An SMA is a targeted strategy of individual securities managed on your behalf by a professional asset manager. A client invested in the program often utilizes several strategies to build a well-diversified portfolio. Generally appropriate for affluent clients seeking greater control over their investments and the benefits of customization, portfolio control, and tax management.

 

Unified Managed Account (UMA): A UMA combines several strategies from the programs above in a single account. An overlay manager oversees a portfolio of investments that may include mutual funds, stocks, bonds, and exchange traded funds. Generally appropriate for affluent clients who wish to benefit from automatic rebalancing, tax overlay services, and streamlined portfolio reporting.

To Schedule a Complimentary Consultation Call 386.275.1322 or click here. 

 

Eagle Strategies LLC (Eagle) is an indirect wholly owned subsidiary of New York Life Insurance Company and an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Eagle investment adviser representatives (IARs) act solely in their capacity as insurance agents of New York Life, its affiliates, or other unaffiliated insurance carriers when recommending insurance products and as registered representatives when recommending securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated registered broker-dealer and licensed insurance agency. Investment products are not guaranteed and may lose value. No tax or legal advice is provided by Eagle, its IARs or its affiliates.

All investments involve risk including the potential loss of principal. There is no guarantee that any investment strategy will be successful. 

Calculators