Providing Reliable Investment Advisory Services

With our connections and expertise, we can give you the help you need to support your complex financial requirements. We will provide you with customized guidance based on your entire financial picture.

Company & Fees
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Investment Supervisory Services

 Eagle offers ongoing portfolio management services based on the individual/community goals, objectives, time horizon, and risk tolerance of each client. Eagle reviews or creates an Investment Policy Statement for each client, which outlines the investor’s current situation (income and risk tolerance levels) and then constructs or reviews a plan (the Investment 

Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:


  • Investment Analysis (fee analysis);
  • Vendor Selection;
  • Retirement Plan Management (with educational services, vendor selection);
  • Investment Strategy;
  • Investment Policy;
  • Asset Allocation;
  • Asset Selection;
  • Risk Tolerance; and
  • Regular Portfolio Monitoring


Eagle evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client.

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Financial Planning

 Financial plans and financial planning include, but are not limited to: investment planning, retirement planning; college planning; and debt/credit planning.

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Services Limited to Specific Types of Investments

 Eagle limits its investment advice and/or money management to mutual funds, equities, passive index funds, bonds, fixed income, debt securities, ETFs, REITs, and government securities. Eagle may use other securities as well to help diversify a portfolio when applicable.

COMPANY AND FEES

Eagle is an investment advisor and independent financial advisor. Our high integrity goals 

include preserving and growing investor’s assets. At Eagle, we believe that we serve our 

clients as they should be served, by resolving investment related problems as a fiduciary 

and we look out for your interests first and foremost!


The following is taken from CNN’s Clark Howard and gives a perspective on what a 

fiduciary is. In this video, an investor, named Todd, poses a question to CNNs Clark Howard 

about the selection of financial advisors.

(http://tips.blogs.cnn.com/2011/01/24/shopping-financial-planners/)


“Hi my name is Todd and I need a money coach. I’ve been interviewing financial 

advisors over the last two months. I’m concerned that the independent financial  

advisor might not have as much access to the funds or different investments that a 

corporate advisor has, but I’m also concerned that the corporate advisor might be 

putting me in funds for investments that are to his benefit that I would not have real 

visibility to. Clark, I was wondering if you think that working with a financial advisor 

from a big firm or working with an independent is a better choice? What are your 

thoughts?


Todd, oh, I really love your question! Now by corporate financial advisors you mean 

those that work for big stock brokers most likely, and you are on the right path going 

to an independent financial advisor, because they have what’s known as a fiduciary 

duty to you, meaning that they have to look out for your interests first. Stock 

brokers...with stock brokers they only have to do, what is known as suitable 

investments, meaning they can put you into something that kind of is OK for you but 

makes them tons more money and the firms they work for much more money. In my 

book you should always go with somebody who is truly a fiduciary and by the way, an 

independent financial advisor has access to every investment, plus some, that you 

would have if you went with a traditional stock broker.”

Eagle is an independent financial advisor with a fiduciary duty. We do not receive sales 

commissions for various packaged products i.e. bonds and stocks, ETFs or mutual funds, 

insurance/annuity products and hedge funds. We do not own the securities we sell and we 

do not have a parent company.


Our compensation is fee only and is based on the total value of the account averaged over a 

definite period i.e. one year. If the assets we manage increase in value, we both win! With 

our services being charged on a fee only basis, we are usually able to make lower cost, 

unbiased investment choices for you as our investor