Solutions and resources to help you meet your financial goals.
Your Dreams You have dreams for your future that require a well thought-out, holistic financial strategy. + dreams Your Financial Advisor Your Financial Advisor is committed to providing you with thoughtful advice and guidance to help your come to fruition. + Eagle Eagle Strategies Strategies provides your Financial Advisor with access to a robust support system that offers the solutions and resources needed to help you achieve your financial ambitions. The power of partnership. Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser dedicated to providing you with quality, risk-disciplined investment programs and resources. Eagle Strategies has over 70 experienced and specialized professionals dedicated to supporting your Financial Advisor and helping meet your financial goals. We believe strongly in expertise and specialization. Therefore, when you enter into a relationship with our Financial Advisors, you can rest assured that they are supported by accomplished and accredited teams including members who hold Certified Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Charted Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations, positioning them to provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs. Financial Planning* Our team of Financial Planners can help build a plan that offers a thorough analysis of your current financial health and a customized plan designed to help meet your specific goals. Portfolio Specialists and Internal Consultants Our Portfolio Specialists and Internal Consultants can analyze your financial statements, offer guidance in positioning asset managers in your portfolio and provide tax transition strategy recommendations. Advanced Case Support If you have a complex portfolio that requires a higher level of service, our team can assist with portfolio analysis and guidance as well as the incorporation of more complex financial needs such as business succession planning and estate planning. Retirement Plans If you are a small business owner in need of retirement plan guidance, our team can help with the selection and retention of an investment manager. Service and Operations Providing you with a superior experience is our number one priority. Therefore, our Service and Operations team offers a dedicated support line to assist you with any account needs you may have including checking account balances, personal changes to your account and distributions. *Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.
Partnering with investment managers. A well-developed portfolio demands its components be of the highest caliber. We have built an investment program that is focused on maintaining a select list of investment and advisory programs that leverage the investment capabilities and expertise of more than 40 asset managers. We offer you only those non-proprietary managers that can stand up to our Investment Research and Due Diligence team s rigorous requirements and ongoing monitoring expectations. Additionally, our Investment Research and Due Diligence team continuously evaluates our roster of managers to ensure we offer you the breadth and depth of managers necessary to help you meet your financial goals. All investments involve risk, including loss of principal.
Partnering with leading technology organizations. Eagle Strategies has a great appreciation for the value of technology and what is involved in developing extraordinary solutions. Therefore, we have elected to stay focused on what we do best providing outstanding financial solutions and support and partner with industry leading technology organizations that deliver outstanding solutions and services with a mind toward the future. Envestnet is an industry leading provider of integrated portfolio and reporting solutions to Financial Advisors and institutions with the capacity to grow and the vision to anticipate future needs. Eagle Strategies has developed, in partnership with Envestnet, a customized investment platform that offers research capabilities, products, and tools that help build your portfolio. National Financial Services (NFS) is a subsidiary of Fidelity Investments and a premier clearing firm in the financial services industry. They have a well-established reputation as a partner to their clients by making available a range of services designed to support their needs. NFS provides Eagle Strategies with clearing, custody and trading execution services on our Investment Advisory platform. e-money Advisor is one of the most client-centric, sophisticated financial planning tools available today with a laser focus on ensuring your Financial Advisor has the financial planning tools necessary to help you meet your goals. e-money Advisor allows your advisor to have a thorough analysis of your current financial picture, generate a detailed report examining all aspects of your financial health and offer a recommended approach to help meet your financial objectives. Access to New York Life products and services. As a member of the New York Life organization, your Financial Advisor can also make available to you the products and services offered by: NYLIFE Securities LLC, 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 as well as online access to your account. New York Life, a Fortune 100 company, that enjoys a 170-year track record of keeping its promises to policyholders and with its subsidiaries, is an industry leader of life insurance, long term care insurance and investment annuity products.
Why Eagle Strategies? Whether you are just beginning to put a plan together or you have an existing, complex portfolio you can be confident your Financial Advisor has access to the partners, solutions and resources necessary to help see your dreams become reality.
Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. Eagle Strategies 51 Madison Avenue New York, NY 10010 www.eaglestrategies.com ES.WhonoNaut.0315 SMRU1640415 (Exp. 12/31/15)