Houston, TX Post Oak Boulevard Office

Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, including retirement plans, trusts, endowments, foundations, and registered and unregistered investment companies. Beyond separately managed accounts, the firm also serves as a sub‑advisor or co‑advisor to mutual funds and ETFs, sponsors and advises pooled investment vehicles, and provides research and model portfolio recommendations to third‑party advisers.

The firm combines a quantitative multi‑factor screening process (its proprietary “Smart IQ” methodology) with traditional fundamental, top‑down and bottom‑up analysis to construct domestic, international, energy infrastructure, renewables, fixed income, BDC and scarcity‑oriented portfolios. Accounts are generally managed on a discretionary, model‑driven basis with ongoing monitoring, quarterly performance reporting, and the ability to accept client‑imposed restrictions or participate in wrap fee programs.

Noteworthy aspects of Eagle Global include its role as a sponsor and manager of private pooled funds and its provision of portfolio management to investment companies and other pooled vehicles, arrangements that involve performance‑based compensation subject to high‑water mark and hurdle provisions and are disclosed in its materials. The firm’s product mix — including private partnerships focused on energy infrastructure and scarcity exposures, sub‑advisory relationships with mutual funds and an ETF, and the delivery of research services to other advisers — differentiates it from many multi‑team peers.