Our Process

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Strategic Planning

We evaluate each client’s needs and preferences by determining spending and lifestyle requirements, anticipated large capital expenditures, philanthropic interests and desire for generational wealth transfer.

Strategic Asset Allocation

Our process balances investment opportunities across geographies and among a wide range of asset classes. We employ an approach to asset allocation based on a robust quantitative framework that measures the trade-offs between risk and return. This enables us to provide the appropriate level of portfolio diversification. Throughout the year, the money managers we utilize through Eagle Strategies LLC may recommend tactical shifts within a portfolio in order to capitalize on current investment opportunities.

Portfolio Construction and Rebalancing

We develop a thoughtful, step-wise plan to implement the asset allocation best suited to a client’s needs. Taking into account current market conditions and economic trends, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments.