Investment Management

Eagle Strategies LLC (“Eagle”) is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory services. Our Financial Advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels.  The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

 

Investment Advisory

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

 

Investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risks, including the potential loss of principal.

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

Newsletters

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    As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

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