Welcome to Eagle Investment Advisors


Mission Statement

To help each client achieve their individual Investment and Life Planning goals and objectives by providing unbiased, individual investment advice and guidance.



Our Role as Your Investment Advisor

Understand Your Goals and Objectives
  • Life Planning – A path to your future
  • Realistic Goals – Risk and Reward – Risk is inevitable but not unmanageable
Develop an Investment Plan with a Solid Foundation
  • Determine the right investments for your plan
  • When necessary, adjust the plan according to changes in your life
  • Establish a proper asset allocation strategy to weather volatile markets
Remain Disciplined
  • Stay disciplined and focused on your goals
  • Continuously and actively manage your portfolio


The Initial Review Process

Investment Questionnaire
  • Investment Time Horizon
  • Risk Tolerance
Portfolio Development or Alignment
  • Flexible Income
  • Conservative Balanced
  • Balanced
  • Conservative Growth
  • Strategic Growth


The Benefits

Your peace of mind, the centralized safekeeping of your investments, accurate tax data, collection and reinvestment of your interest and dividends.
 

  Our Services

Personal Investment Management

Family and Life Planning Strategies

Estate Planning and Wealth Transfer Strategies

Retirement Planning

College Planning
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(c) Copyright, Eagle Investment Advisors, 2011