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:
Retirement Accounts
Brokerage Accounts
Professionally Managed Investment Advisory Accounts
College Funding 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
