INVESTMENT ADVISORY SERVICES

Eagle Strategies typically uses a fee-based "assets under management" approach, which helps to ensure that our interests are always aligned with yours-to protect and grow your investments.
We offer investment programs ranging from separately managed portfolios of stocks and bonds to no-load, load-waived and institutional mutual funds (12b-1 fees may apply on certain mutual funds).
All of our programs provide quarterly performance reports and consolidated statements, ongoing monitoring (comparing the accounts' total return to appropriate benchmark indices) and one comprehensive, annual fee based upon a percentage of assets under management.

Calculators