Investment Management
Eagle Strategies provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team’s rigorous requirements. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.
Investment Management Services Offered
- Professionally managed investment advisory Portfolios
- Brokerage Accounts
- Retirement Accounts
- Donor Advised Fund Accounts
Personal Insurance Services
Risk management is key to building a strong financial foundation. We provide a wide range of insurance products through our resource partners to help provide protection for you and your family.Insurance Services
- Life Insurance products
- Fixed annuity products
- Variable annuity products
- Income annuities
- Medicare Supplement Plans
- Long-term Care Insurance
- Disability Insurance
- Key Person Protection
- Executive Bonus & Defined Compensation
Who We Are
- Passion We act and work with passion for the wellbeing, happiness and financial success of our clients
- Specialized Knowledge We relentlessly develop our expertise as it relates to the needs of our clientele
- Superior Client Service We treat clients as part of our family and provide sincere and reliable teamwork for them
- Communication We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients