Eagle Harbor Asset Management, Inc.

Eric Turloff is a CFA® charterholder with 25 years of industry experience. He is the principal of Turloff Financial Consulting, where he has worked since 1998. In addition to his advisory role, he is involved in tax preparation services. He is a part of Eagle Harbor Asset Management, Inc., a firm that provides discretionary portfolio management to individuals, high net worth clients, and trusts. The firm focuses on tailored asset allocation and primarily uses individual stocks and bonds, combining fundamental and technical analysis in its investment approach.

Andrew Loechl is a CFA® charterholder with 25 years of industry experience. He has been with Eagle Harbor Asset Management, Inc. in Seattle, WA since 2000. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and security selection. The firm combines fundamental and technical analysis, primarily using individual stocks and bonds, and maintains affiliations with other financial practices to support service capacity.

Brian Mcauley is a financial advisor at Eagle Harbor Asset Management, Inc. with 20 years of industry experience. He holds a Series 65 designation and has worked at Sitka Pacific Capital Management, LLC since 2005. Mcauley serves on the Board of Directors of McAuley LCX Corporation, a private family-owned real estate holding company. Eagle Harbor Asset Management provides discretionary portfolio management for individuals, high net worth clients, and trusts, focusing on tailored asset allocation and primarily investing in individual stocks and bonds. The firm’s investment process combines fundamental and technical analysis and includes both long-term holdings and occasional short-term trades.