Investment Advisory Services

There are so many investment options available in the marketplace today, it is often difficult to determine which investment opportunities are best suited to your needs. Our Eagle Strategies LLC Financial Advisers are well trained to help you make those decisions.

Through Eagle Strategies our Investment Advisory Services are focused on developing, executing, and maintaining an investment plan that is specifically designed to address the needs of each client. The SPA Investment Advisory process is divided into several steps, including:

 

  • Reviewing your current financial situation

  • Identifying your investment goals, including:

    • The time horizon for your investment goals

    • Your risk tolerance

    • Your target rate of return

    • Your income needs

  • Preparing an asset allocation study reflecting your risk/return ratio

Our approach to investment planning is designed to provide maximum service to each of our clients. At SPA, we do not "recommend and run." Our Financial Advisors are dedicated to working with you through each phase of this process to help ensure that your portfolio is properly structured for your needs.