Asset Management

Lifetime Wealth Portfolios

We offer a unique, integrated approach to personal wealth management that combines asset allocation and risk management into a unified process. As an Eagle Strategies Adviser, we can deliver this approach to clients through our revolutionary managed account, Lifetime Wealth Portfolios (LWP). We have changed the paradigm on wealth management and asset allocation by taking a holistic approach.

For individuals who are looking for personalized, unique investment strategies with tax advantages and (in some situations) a lower cost our program provides access to portfolio managers to help you position strategies with your investment goals in mind.

Investment Analysis and Planning

Investment planning includes an examination of a client’s current assets and investment risk tolerance. The investment analysis projects investment needs and expenses for a specified goal (e.g. education) and analyzes current assets designated for the specified goal. Asset Allocation analysis provides a client with various additional or alternative strategies available based on the client’s time horizon and risk tolerance. Additionally, investment planning may include Monte Carlo simulation to determine the probability of meeting a client’s objective(s).