A complete list of active advisors currently associated with Eagle Equity Holdings, LLC

Warmer can help you find a great advisor at Eagle Equity Holdings, LLC or one who fits your needs even better.

Eagle Equity Holdings provides discretionary investment management to a range of clients, including individuals, trusts, estates, nonprofits, corporations and pooled investment vehicles through two defined portfolio strategies. The firm manages client accounts using equities, exchange-traded funds, commodities, options and other derivative instruments and operates with a small advisory team; as of March 2024 it reported managing under $1 million on a discretionary basis. The firm’s stated objective is capital appreciation and its investment process combines charting, fundamental, technical and economic analysis while permitting the use of leveraged instruments and options to pursue higher-return opportunities, which it acknowledges can produce greater volatility and concentration risk. For certain qualified investors, the firm may accept performance-based compensation and uses a high-water-mark style provision and internal procedures to address potential conflicts from side-by-side management. A few operational features distinguish the firm from many peers: it is registered as a Commodity Trading Adviser and an Exempt Commodity Pool Operator with the NFA, and its principals have long professional experience in the energy sector that informs the firm’s Emerging Opportunities and Low Carbon Plus strategies. The firm also relies on Interactive Brokers as its custodian and generally does not accept proxy voting authority on client securities, which may be relevant for clients who expect advisory proxy services.

To learn more about the advisors currently working at Eagle Equity Holdings, 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.