Financial Solutions
Access to financial solutions that meet the needs of our clients whether you are just beginning to put a financial plan in place or you have an existing, complex portfolio.
Eagle Strategies offers our Advisors a robust program of financial solutions. This wide range of high-quality investment options coupled with superior training and support ensures our Advisors have the experience necessary to design tailored financial solutions. They are equipped with the tools needed to meet the specific financial goals of their clients while remaining mindful of risk tolerance.
Our Investment Research and Due Diligence team is tasked with ensuring that the investment managers in our programs meet our high standards and continuously maintain them. Additionally, our team regularly evaluates our roster of managers to ensure we offer you the breadth and depth necessary to help you meet your financial goals.
Financial Planning*
Our teams of Financial Planners work with our Financial Advisors to help build a plan that offers a thorough analysis of a client’s current financial health and a customized solution designed to help meet specific financial goals.
Fund Advisory
Our Fund Advisory program offers a deep bench of fully diversified asset allocation portfolios across the risk spectrum, as well as focused portfolios that are specialized for a particular objective such as absolute return, diversified alternatives, and income. Our portfolios also offer a diverse approach to security selection ranging from quantitative models to qualitative approaches, consisting of mutual funds and/or ETFs.
Fund Advisory
Our Fund Advisory program offers a deep bench of fully diversified asset allocation portfolios across the risk spectrum, as well as focused portfolios that are specialized for a particular objective such as absolute return, diversified alternatives, and income. Our portfolios also offer a diverse approach to security selection ranging from quantitative models to qualitative approaches, consisting of mutual funds and/or ETFs.
Separately Managed Accounts (SMA)
Eagle Strategies provides access to our selection of SMA strategies, which offer an extensive roster of investment managers and the full range of asset classes including alternatives. Our Due Diligence team is responsible for screening the available universe of non-proprietary SMAs to ensure we are offering an institutional caliber selection of diverse investment managers.
Rep Directed Programs
Our Rep Directed Programs provide flexibility for Advisors and clients to construct their own portfolio of mutual funds, ETFs, and/or equities by incorporating their own views in asset allocation or implementation strategies. Qualified Advisors have the option to leverage one of our three programs:
- Guided Portfolios – offer an embedded asset allocation, allowing the Advisor and client to determine security selection
- Rep as Advisor – offers an open portfolio construction process that allows the Advisor and client to determine asset allocation and security selection within established risk parameters
- Rep as Portfolio Manager – offers the same flexibility offered by Rep as Advisor; however, this program provides the Advisor with discretion over the client account
Unified Managed Account (UMA)
Our UMA program integrates multiple investment strategies 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
Through our partnership with Fidelity Charitable®, Eagle Strategies offers the opportunity to open a Giving Account® and make donor contributions through our Fund Advisory and/or SMA portfolios, which are managed by our Financial Advisors. From this account, 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.
Brokerage
NYLIFE Securities LLC, a wholly owned subsidiary of New York Life, is a full-service broker/dealer capable of meeting the investment style of nearly every level of investor from the novice to the sophisticated. NYLIFE offers competitive investment products and services.
Life insurance, long-term care insurance, and investment annuities*
New York Life, a Fortune 100 company that enjoys a 170-year track record of keeping its promises to policyholders. New York Life, together its subsidiaries, is an industry leader of life insurance, long-term care insurance, and investment annuity products.