Wealth Management Solutions

Success is rarely unplanned. It is most often the result of
smart choices, hard work, and timely opportunities.

 

 

We leverage Eagle Strategies' sophisticated wealth management solutions 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. Our firm’s breadth and investment knowledge, coupled with Eagle’s diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.

 

Investment Accounts

As Investment Adviser Representatives, our certified team members can offer a unique, intergrated approach to personal wealth management that combines asset allocation and risk management into a unified process. This is provided through Eagle Strategies LLC's managed accounts.

Managed accounts are fee-based accounts for both qualified (IRAs, SEPs, Roth IRAs, etc.) and non-qualified accounts for individuals, corporations, partnerships, unincorporated associations, Limited Liability Companies, and Trusts.

Through a detailed analysis, your goals are identified and investments are selected based on the unique asset allocation system that considers all asset classes. The investment strategy draws from a diverse set of asset classes such as domestic and foreign equities, domestic and foreign bonds, Electronically Traded Funds (ETFs), cash value of life insurance, commodities, hedge funds, and Real Estate Investment Trusts (REITs).

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilizes 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.

Rep Directed Program

This is an investment advisory program through which our firm’s Financial Professionals will construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by our firm’s Financial Professionals. We’ll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and achieve investment objectives while remaining aligned with your risk profile.

Financial Planning

A comprehensive financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client’s financial plans to ensure that they remain aligned with their stated objectives.

Fund Advisory Program

This program combines the expertise of professional investment managers with the service and guidance of our firm’s Financial Professionals. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll help you determine which investment portfolio allocation, consisting of an optimal blend of non-proprietary, mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts (SMAs) are a type of professionally managed investment account that invests in individual securities on a discretionary basis and provides our clients the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. Our firm’s Financial Professionals will leverage Eagle’s robust offering of non-proprietary SMA strategies available through third party money managers to either custom design a holistic investment portfolio or will utilize individual strategies to address your specific allocation needs.

All investment advisory services are offered through Eagle Strategies, LLC, a registered investment advisor. Oak Bridge Financial, LLC  is not an affiliate or subsidiary of Eagle.

All investments involve risk including the potential loss of principal. Investing in an ETF will give the portfolio exposure to the securities comprising the index on which the ETF is based and will expose the portfolio to risks similar to those investing in those securities. ETFs are subject to market price risk. Shares of ETFs are traded on an exchange and will trade at market price, which may be above or below its net asset value (NAV). There is also a liquidity risk in that the trading of an ETF may be halted due to such things as market conditions. The investor will pay brokerage commissions in connection with the purchase of shares of ETFs.

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