INVESTMENT ADVISORY SERVICES

 


Today’s Capital Markets can be extremely volatile. In this challenging environment, there are no simple solutions. Rather, success may be achieved through a well conceived investment strategy.

To help us manage our client’s wealth over their lifetime, Eagle has designed Lifetime Wealth Portfolios (LWP). LWP is a managed account solution that provides clients with all the benefits of a comprehensive investment management service, including objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds. LWP can also integrate investment and insurance strategies to help meet clients' financial goals and maximize value over their lifetime.

Below is a list of the Four Sub - Advisors for the LWP and other Partnered Investment Advisory Platforms that we use to tailor unique investment portfolios for our clients.


 

Morningstar Investment Services employs an objective, independent research process to construct well diversified portfolios designed to meet various investment needs and objectives. They seek to identify “best-in-class” mutual funds to populate the various sleeves of a portfolio’s asset allocation.

Morningstar Investment Services is not an affiliate of Eagle Strategies, its parent New York Life Insurance Company or any of its affiliate. The Morningstar Investment name and logo are registered marks of Morningstar, Inc.


Ibbotson Associates constructs managed account portfolios with the goal of achieving competitive returns at various risk levels, using an approach that utilizes both passive and active investment managers; the latter is used in those asset classes where they believe value can be added. By using both active and passive investment managers, the overall portfolio expenses are kept lower and the tracking error (a measure of the volatility of excess returns relative to a benchmark) is lower relative to a portfolio using only active managers.

©2012 Ibbotson Associates, Inc. All rights reserved. Ibbotson Associates, Inc. is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Ibbotson name and logo are either trademarks or service marks of Ibbotson Associates, Inc.  Ibbotson Associates, Inc. and Eagle Strategies, LLC are not affiliated.


Brinker Capital's primary objective is to provide competitive, consistent risk-adjusted returns. Brinker Capital seeks to add value through both asset allocation and manager selection. With a focus on broad diversification, they believe that dynamic asset allocations with flexible rebalancing aids portfolio returns over time.

Brinker Capital and Eagle Strategies LLC are registered investment advisers with the Securities and Exchange Commission and are not affiliated companies.


Loring Ward provides a distinct investment approach that incorporates Modern Portfolio Theory and behavioral finance in developing customized investment portfolios. Loring Ward boasts low cost, diversification, efficient market theory, and offers the exclusive Dimensional Fund Advisors (DFA) Funds. Dimensional Fund Advisors does not offer their funds directly to individual investors; instead,
they choose to make their funds available through a select group of financial intermediaries.

Loring Ward and Eagle Strategies LLC are registered investment advisers with the Securities and Exchange Commission and are not affiliated companies.


The Personal Advisor Program is an alternative to the discretionary investment management provided by the above Four Sub-Advisors. If you prefer your own customized portfolio and want to participate in investment decisions, consider the Personal Advisor program.

 


NYLIFE Securities, a registered broker-dealer, is a wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 com-pany and one of the largest insurance companies in the world.1 Founded in 1845, with headquarters in New York City, New York Life and its affiliates offer traditional life insurance, mutual funds, fixed2 and variable annuities3.

 


If you have questions regarding our investment advisory services or would like to schedule a consultation, please contact us online or by phone at (209) 333-2400

 

*The Eagle Strategies form ADV Part ll and the Program Management Agreement contains more complete information on the role and responsibilities of the above Sub-Advisors.

1) New York Life is the largest mutual life insurance company based on the Fortune 500 ranked within industries, Insurance; Life, Health (Mutual); Future Magazine, May 4, 2010.
2) Issued by New York Life Insurance and Annuity Corporation (A Delaware Company).
3) Securities offered through NYLIFE Securities LLC (member FINRA/SIPC).