Investing should serve your plan, not the other way around. As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, Emanuel provides fee-based advisory services in which our interests are aligned with yours: we act as a fiduciary for the advisory accounts we manage.
We begin with your objectives, time horizon, liquidity needs, and comfort with risk. From there we build a diversified portfolio using Eagle's platform of vetted third-party managers, and we review it with you regularly. Discipline over prediction; education over jargon.
WHO THIS IS FOR
Our advisory clients include executives holding concentrated company stock, founders whose equity is worth a great deal on paper and very little in the bank, physicians and attorneys building portfolios later than their peers because training came first, and families consolidating a career’s worth of old 401(k)s and IRAs. Many arrive with a portfolio they built themselves that deserves a second opinion, or one someone else built and never explained.
As a fiduciary, we design around your plan, your timeline, and your comfort with risk, and we tell you plainly what each position is there to do. Diversifying out of a concentrated stock position, setting an RSU sale schedule, rolling over old plans, rebalancing with taxes in mind, and deciding whether alternatives belong in your mix are all part of the conversation. Institutional resources, boutique attention, and no jargon.
Here is how that work breaks down.
Managing wealth well starts with a clear understanding of your overall objectives. Eagle's investment advisory capabilities use a disciplined approach that looks beyond traditional asset allocation, weighing risk tolerance and time horizon to give you a clearer picture of your overall wealth.
Advisory clients also receive comprehensive planning: a clear analysis of assets, liabilities, cash flow, and investments, and a written plan designed to put the right accumulation and preservation strategy in place. Just as important, we monitor and adjust the plan over time so it stays aligned with what you've told us matters.
Professionally managed portfolios of non-proprietary mutual funds and/or exchange-traded funds (ETFs), allocated to your goals, risk tolerance, and liquidity needs, paired with our ongoing guidance.
Portfolios of individual securities managed by third-party specialists on a discretionary basis, with the flexibility to restrict certain holdings and to manage gains and losses for tax purposes. We draw on Eagle's range of non-proprietary SMA strategies to build a holistic portfolio or address a specific allocation need.
A customized portfolio of mutual funds, ETFs, and in some cases individual securities, constructed by us within a strategic asset-allocation framework developed by Eagle Strategies and a leading institutional asset manager, for you to review and approve. The aim is an optimal blend of asset classes that pursues your objectives while staying aligned with your risk profile.
All investment advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. All investments involve risk, including the potential loss of principal. Diversification does not guarantee a profit or protect against loss.
Institutional resources, boutique attention, and a strategy built around your plan, not the market’s mood.