A complete list of active advisors currently associated with Bear & Eagle Investments LLC

Warmer can help you find a great advisor at Bear & Eagle Investments LLC or one who fits your needs even better.

The firm intends to serve individuals and households, including high-net-worth clients, by providing discretionary portfolio management for taxable accounts and IRAs and by offering financial planning services. It also offers stand-alone hourly planning engagements in addition to planning provided as part of investment-management relationships. B&E’s stated investment approach is fundamentally oriented and value-focused, using financial-statement analysis and quantitative screens to construct diversified, client‑tailored portfolios documented through an Investment Policy Statement. Portfolios are generally long-term and limited to traditional securities (individual stocks, ETFs, bonds, mutual funds, and cash); the firm discloses it will not employ options, margin, private placements, digital assets, or other complex products at launch. Noteworthy features include that the firm is newly formed, currently reports no assets under management or active registered advisors, and will operate with a single owner who will supervise his own advisory activities, relying on written controls and annual internal review to address limited independent oversight. The brochure also discloses an uncommon mix of service elements for a firm of this profile—hourly stand-alone planning, personal‑trading controls, and an expectation that managed accounts will be maintained at a specified custodian platform (Altruist), with attendant potential conflicts the firm intends to monitor and disclose.

To learn more about the advisors currently working at Bear & Eagle Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Colby Gleckler	Cleves, OH	0

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