Eagle Strategies LLC
Eagle Strategies LLC is a Registered Investment Adviser headquartered in New York City. Founded originally as NYLIFE Advisors in 1988, becoming Eagle Strategies, Corp. in 1994 and re-formed as an LLC in 2007, the firm is an indirect wholly-owned subsidiary of New York Life Insurance Company. Eagle Strategies employs over 1,900 financial advisors and provides comprehensive financial planning and investment management services across all 50 U.S. states and the District of Columbia. Its client base consists primarily of individual investors (including both high-net-worth and retail clients) as well as pension plans, trusts, estates, charities, and businesses. The firm is led by Greg Webster, also a vice president at New York Life Insurance Company.
Investment Strategy
Eagle Strategies LLC delivers tailored financial planning and investment management through its network of licensed financial advisors. The firm provides access to a curated platform of leading non-proprietary asset managers, each vetted by Eagle’s intensive investment research and due diligence processes. Advisors design customized solutions based on individual goals, time horizons, and risk tolerance, supporting clients with a holistic, goals-driven approach to wealth management. Services include portfolio management, retirement and estate planning, selection of third-party managers, pension consulting, and ongoing financial education. Their strategy emphasizes rigorous manager selection, ongoing monitoring, and a commitment to impartial, high-quality advice centered around each client’s long-term objectives.
Top Holdings
Equity Positions (239)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 9.34% | $69.8M | 891,343 | $65.94 | $78.34 | +$7.6M |
S SPYG | SPDR SERIES TRUST | 3.92% | $29.3M | 280,106 | $80.59 | $104.51 | +$3.1M |
F FNDX | SCHWAB STRATEGIC TR | 3.61% | $27.0M | 1,025,322 | $23.61 | $26.30 | +$12.6M |
I IHDG | WISDOMTREE TR | 3.55% | $26.5M | 575,459 | $45.25 | $46.08 | -$6.3M |
V VUG | VANGUARD INDEX FDS | 2.47% | $18.5M | 38,525 | $362.17 | $479.61 | +$1.7M |