Investment Management

Deciding how, when, and in what to invest to reach your long-term goals can be challenging, emotional, and time-consuming. We’re here to provide professional investment advice and personalized investment strategy. In our role as financial advisors, we are bound by the highest standard of conduct, which is to always act as a fiduciary when providing investment advice.

Values-based investing

Many of our clients express interest in Values-Based Investing. This is also known as Socially Responsible Investing (SRI) or Environmental, Social and Governance (ESG) Investing . This is an investment strategy that integrates social and environmental criteria into the decisions on your portfolio construction, which allows you to invest in a manner that aligns with your values. Through an overlay within the Unified Managed Account (UMA) program or the selection of holdings within a Rep Directed program, you can invest in a manner that is meaningful to you.

Portfolio management services

Through Eagle Strategies, we have access to top money management firms so that our clients receive the same portfolio management services as many institutional investors. Many of our clients come to us with the goals of retiring in a financially secure manner, funding a child's education, and leaving a lasting legacy.

Whether seeking a tailored, professionally managed portfolio, or the convenience and simplicity of a diversified mutual fund program, our clients come to us to find the right solution to help them meet their financial goals.

When determining the portfolio management strategy for our investment advisory clients, we consider current and future growth objectives, income needs, time horizon and risk tolerance.

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