Investment Advisory Services

Investment Advisory Services

Today’s Capital Markets can be extremely volatile. In this challenging environment, there are no simple solutions. Rather, success may be achieved through a well conceived investment strategy.

Through our managed asset program offered by Eagle Strategies LLC we can manage our client’s wealth over their lifetime. Eagle Strategies has designed an innovative wealth management program called Lifetime Wealth Portfolios (LWP).  LWP is a managed account solution that provides clients with all the benefits of a comprehensive investment management service, including objective and independent research, strategic asset allocation and access to an extensive universe of mutual funds. LWP can also integrate investment and insurance strategies to help meet clients' financial goals and help maximize value over their lifetime.

Below is a list of the Four Sub – Advisors* for the LWP and other Partnered Investment Advisory Platforms that we use to tailor unique investment portfolios for our clients.

Morningstar Investment Services

Morningstar Investment Services employs an objective, independent research process to construct well diversified portfolios designed to meet various investment needs and objectives. They seek to identify “best-in-class” mutual funds to populate the various sleeves of a portfolio’s asset allocation.

Ibbotson Associates

Ibbotson Associates constructs managed account portfolios with the goal of achieving competitive returns at various risk levels, using an approach that utilizes both passive and active investment managers; the latter is used in those asset classes where they believe value can be added. By using both active and passive investment managers, the overall portfolio expenses are kept lower and the tracking error (a measure of the volatility of excess returns relative to a benchmark) is lower relative to a portfolio using only active managers.

Brinker Capital

Brinker Capital's primary objective is to provide competitive, consistent risk-adjusted returns. Brinker Capital seeks to add value through both asset allocation and manager selection. With a focus on broad diversification, they believe that dynamic asset allocations with flexible rebalancing aids portfolio returns over time.

Loring Ward

Loring Ward provides a distinct investment approach that incorporates Modern Portfolio Theory and behavioral finance in developing customized investment portfolios. Loring Ward boasts low cost, diversification, efficient market theory, and offers the exclusive Dimensional Fund Advisors (DFA) Funds. Dimensional Fund Advisors does not offer their funds directly to individual investors; instead, they choose to make their funds available through a select group of financial intermediaries. 

*These sub-advisors allocate assets among various investments on an ongoing basis according to an investor’s investment objectives and chosen asset allocation model. Should you decide to invest in this program, please refer to their Investment Management Agreement as well as the Disclosure Brochure for complete information on the respective roles and responsibility. The sub-advisors listed above and Eagle Strategies LLC are registered investment advisers with the Securities and Exchange Commission and are not affiliated companies.


Additional Partnered Investment Advisory Platforms


Independent Advisor Group

Eagle Strategies partnership with IAG provides Advisor-driven programs with access to more than 6,000 no load, load waived, and institutional mutual funds. We assist you in making investment decisions and selecting mutual funds based on an appropriate asset allocation model. Clients may transfer certain existing securities into the account.

 **Neither Brown Financial Services, its employees nor New York Life Insurance Company, nor its agents and affiliates, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.