Eagle’s Fund advisory program offers a deep bench of fully diversified asset allocation portfolios. After exploring your investment goals, risk tolerance, and liquidity needs- we’ll determine which style of investment portfolio addresses your needs best.
SMA’s are professionally managed investment vehicles that invest in individual securities on a discretionary basis and provide account owners with flexibility, such as offsetting investment gains and losses for tax purposes. With your defined investment directives, we can take full advantage of Eagle’s robust non-proprietary SMA strategies to design your specialized portfolio.
Life insurance is an effective financial tool to protect your family or business from the financial crisis of an untimely death. There are a variety of life insurance products specially designed to provide the necessary coverage for different circumstances during your lifetime.
Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans an help preserve the assets you've worked so hard to build.
Guaranteed1 income in retirement provides a steady financial baseline and peace of mind for retirees. Income annuities pay you guaranteed income for a customized length of time, including an entire lifetime. A variety of annuity solutions exist to fulfill specific needs for those with accumulated assets.
Disability insurance is designed to replace a portion of your income, if you are unable to work due to a covered sickness or injury. DI coverage ensures a financial backstop for your family during your working years.
1Guarantees are backed by the claims-paying ability of the issuer.