Listing Info

Eagle Strategies LLC : Bring Your Career To Life

As an Investment Adviser Representative, your primary responsibility is providing advice that serves your clients' best interest. To do this, it's important that a Registered Investment Adviser offers the best possible combination of products, services, and support to you so that you can focus on your clients' needs. When you're considering a switch from your current firm, consider Eagle Strategies.

Eagle Strategies LLC, a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, has a simple philosophy: create a unique wealth management platform that can support your current practice and deliver the flexibility to accommodate your future growth while offering reasonable client fees and competitive compensation. Here is a brief summary of our platform and services that can help you bring your career to life at Eagle Strategies.

Lifetime Wealth Portfolios

The Lifetime Wealth Portfolios managed account platform gives you access to innovative wealth management programs that help meet the needs of clients in every stage of life. These programs integrate investment and insurance solutions to help you gather more assets under management. You'll also be able to leverage our proprietary technology platform that aligns client financial data, portfolio construction, investment proposals, account management, and multiple products. You have the flexibility to set your annual adviser fee for assets under management, with each program offering its own maximum amount.

Sub-Advised Program

• Discretionary mutual fund and ETF wrap account
  
• Sub-advised by independent investment managers
  
  • Broad market or focused strategies
    
  • Strategic or tactical asset allocations
    
  • Active, passive, or blended management

Personal Adviser Program

• Non-discretionary mutual fund and ETF account
  
• Gives you the ability to build and recommend custom portfolios directly for your clients
  
• Provides access to tools that allow you to build portfolios with risk/return parameters based on Modern Portfolio Theory

Separately Managed Account Program

• Discretionary account for affluent clients with significant net worth and $250,000 or more to invest in targeted asset classes
  
• Provides direct ownership of individual securities to help clients manage taxes and costs
  
• Advised by independent investment managers with expertise in specific asset classes

Financial Planning

• Free proprietary financial planning system to help you offer fee-based financial advice
  
• Net worth and cash flow analysis, investment planning, retirement planning, education or other goal planning, risk management, and estate planning
  
• Enhanced features aligned with Eagle Strategies products and services
  
• Access to third-party software from eMoney and SunGard for a fee