About Eagle Strategies

Long-term relationships built on mutual trust

Eagle Strategies is a wholly-owned subsidiary of New York Life Insurance Company – one of the largest mutual insurers in the world. For more than 170 years, New York Life has kept its promises to its policyholders and with its subsidiaries.

Eagle Strategies shares the same values and commitment to clients as our parent. That is one of the reasons we believe we have enjoyed long relationships with our Advisors and their clients. In addition, Eagle Strategies is committed to providing an exceptional level of specialization and expertise to our Advisors. We ensure they have the resources and solutions necessary to build a portfolio with a diverse mix of equity, fixed income, and specialty asset classes, thereby helping their clients reach their long-term goals and withstand unforeseen fluctuations.

Truly independent financial guidance

We are not directly affiliated with an investment management firm, thereby allowing our Financial Advisors to conduct advisory practices that are independent and free from the pressures of recommending proprietary investment vehicles. This allows our Advisors to select product solutions that best align with the individual goals of their clients.

A conflict-free investment manager compensation model

Our asset-based fee advisory compensation approach results in more comprehensive advice and allows our Advisors to stay focused on the holistic needs of their clients.

New York Life’s Strength

With $21 billion in statutory surplus, New York Life has achieved the highest possible financial strength ratings currently awarded to any mutual company from all four of the major credit agencies.1

1. A.M. Best (A++), Fitch Ratings (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). The financial strength of New York Life Insurance Company applies only to its insurance products and not to investment products, which are subject to market risk and fluctuation in value. Source: Individual third-party rating reports as of August 9, 2016. Ratings pertain to both New York Life Insurance Company and New York Life Insurance and Annuity Corporation.

Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services.

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