Premier financial solutions that position our Advisors as a full-service wealth manager.
Our Financial Advisors have access to a full-breadth of financial solutions designed to position them as a full-service wealth manager. As a result, they come to be viewed as their clients’ independent financial expert and are well-positioned to build long, lasting relationships, and more easily gain referrals.
Eagle Strategies offers our qualified Financial Advisors the opportunity to provide holistic, fee-based financial planning. It is our belief that through holistic advice, our Advisors develop strong, long-lasting client relationships, as financial planning provides visibility into your clients’ full financial picture rather than just one aspect. With full access to your clients’ overall financial standing, you will be well-positioned to make meaningful recommendations and become regarded as their financial expert.
Additionally, you will benefit from the support offered by our accredited Financial Planning team, who will help you analyze a client’s data, make recommendations, and indentify implementation opportunities.
Fund Advisory offers an array of well-diversified asset allocation portfolios, constructed and managed by a deep bench of the industry’s leading investment managers.
Separately Managed Accounts (SMA) offers access to an extensive roster of SMA strategies, which can be core or satellite in your clients’ portfolios.
Rep Directed Program allows you to build a customized portfolio utilizing tools, models and a broad range of investment options including more than 1,000 mutual funds, 250 ETFs and in some cases, over 400 listed securities.
Unified Managed Account (UMA) allows you to integrate multiple investment strategies through a UMA program within a single account. The benefits associated with this structure include rebalancing, access to SMA managers at reduced minimums, and an improved client reporting experience.
Charitable investing has become a growing focus for clients. Eagle Strategies offers your clients the opportunity to include philanthropic goals in their investment strategy while benefiting their portfolios and favorite charities.
Through our partnership with Fidelity Charitable®, Eagle Strategies offers your clients the opportunity to open a Giving Account® and make irrevocable donor contributions through our Fund Advisory and/or SMA portfolios, which are managed by you. From this account, your clients can make grants to their favorite charities and take advantage of the tax benefits offered by these contributions.*
* Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.
Advisors who prefer to take a transactional approach to meeting their clients’ financial goals will be able to do so in their capacity as a Registered Representative through the full-service broker/dealer, NYLIFE Securities, which offers competitive investment products and services.
Life insurance, long-term care insurance, and investment annuities*
You have access to New York Life’s industry leading life insurance, long-term care insurance, and annuity products to help meet your clients’ needs.
*Unless stated otherwise, any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative’s role as an agent of New York Life Insurance Company