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Our Investment Platform
We understand that your financial situation and needs are unique. That is why we work with you to build customized solutions based on your individual goals, risk tolerance, and investment time horizon. Through Brett’s affiliation with Eagle Strategies LLC, he has access to provide customized solutions and unique programs. And you’ll be able to keep track of your portfolio with access to eMoney, our wealth management and account aggregation online portal and tool.
Eagle Strategies Prosper Portfolios
Professional Money Management • Customization • Transparency
Our low-cost digital investment solution offers full transparency—anytime and anywhere access into your portfolio’s performance. Eagle Strategies Prosper Portfolios is powered by risk-based asset allocation model portfolios, offered through the New York Life Investment Management, LLC’s Multi-Asset Solutions team, providing diverse access to capital markets based on your individual goals and preferences. Two portfolio suites (taxable and tax-deferred) are available, and the seven models in each suite invest in low-cost ETFs based on top-down asset class determinations.
Our Fund Advisory program offers the expertise of leading investment managers within a program that consists of an optimal selection of quality mutual funds and/or exchange traded funds (ETFs). The Fund Advisory Program is generally appropriate for investors seeking access to a professionally managed, diversified portfolio at a lower minimum.
Our Strategist Managed Accounts program offers investment products in a single, fully-diversified portfolio, designed to provide you with a comprehensive approach to asset allocation, investment selection and account administration. A UMA is generally appropriate when you have multiple strategies that would benefit from automatic rebalancing, a tax aware discipline, and a consolidated performance statement.
Vetted and Monitored Investment Solutions
All investment managers on the Eagle Strategies platform are put through a rigorous due diligence process. Experienced analysts conduct research, on-site visits, and apply critical thinking to identify managers with an investment edge that is defensible, differentiated, repeatable, and sustainable before they are made available to you. Once a manager is added to the Eagle platform, they are closely monitored to ensure they continue to meet the high standards. In the event they do not, they are removed from the platform and a suitable replacement is sourced. Eagle’s platform of investment managers incorporates a breadth and depth of vetted and well monitored non-proprietary investment managers.
Your Investment Advisory Fee Includes
Most administrative costs associated with the platform, including platform fees, preparation of the statements, tax reporting and administrative forms/paperwork.
Select trading costs.
Based on your risk tolerance, we'll discuss and recommend an advisory program and, as appropriate, a sub-manager to meet your needs.
You will have an investment plan and strategy tailored specifically to your goals and risk tolerance.
Ongoing, active management of your investment advisory account(s)*:
Ongoing asset allocation decisions based on changing market conditions, economic indicators and (most importantly) your financial situation and needs.
Continuous fund manager review, monitoring and evaluation.
Portfolio rebalancing and realignment.
Tax efficient investing.
Quarterly detailed investment review– in person or via a video conference call.
Most importantly, full alignment of your investment strategy if you choose to have us provide financial planning services.**
We will coordinate and orchestrate the many aspects of your financial life into a cohesive whole.
We will give you a complete understanding of where you are, where you want to go, and how to get there.
*Investment accounts through Eagle Strategies LLC, a Registered Investment Advisor. The investment accounts referenced here do not include held-away assets, nor do they include accounts with NYLIFE Securities, LLC.
**Financial Planning and Investment Advisory account fees are separate and distinct, negotiable, and will be discussed and shown on the paperwork you sign for the service you elect or the account you open.
