Investment Management : Evelyn M. Tai

Investment Management

Eagle Strategies LLC, a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services. We leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. Our firm’s breadth and investment knowledge, coupled with Eagle’s diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.

Financial Planning

A comprehensive financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client’s financial plans to ensure that they remain aligned with their stated objectives.


Investment Offerings

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilizes a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

Fund Advisory Program

This program combines the expertise of professional investment managers with the service and guidance of our firm’s Financial Professionals. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll help you determine which investment portfolio allocation, consisting of an optimal blend of non-proprietary, mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts (SMAs) are a type of professionally managed investment account that invests in individual securities on a discretionary basis and provides our clients the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. Our firm’s Financial Professionals will leverage Eagle’s robust offering of non-proprietary SMA strategies available through third party money managers to either custom design a holistic investment portfolio or will utilize individual strategies to address your specific allocation needs.

Rep Directed Program

This is an investment advisory program through which our firm’s Financial Professionals will construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by our firm’s Financial Professionals. We’ll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and achieve investment objectives while remaining aligned with your risk profile.


All investment advisory services are offered through Eagle Strategies, LLC, a registered investment advisor.

All investments involve risk including the potential loss of principal. Investing in an ETF will give the portfolio exposure to the securities comprising the index on which the ETF is based and will expose the portfolio to risks similar to those investing in those securities. ETFs are subject to market price risk. Shares of ETFs are traded on an exchange and will trade at market price, which may be above or below its net asset value (NAV). There is also a liquidity risk in that the trading of an ETF may be halted due to such things as market conditions. The investor will pay brokerage commissions in connection with the purchase of shares of ETFs.