Eagle Investment Advisors

Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations and corporations. The firm reports approximately $169.7 million in discretionary and $16.4 million in non‑discretionary assets under management across about 132 clients and generally implements accounts after developing a written investment policy and asset allocation for each client.

The firm develops goals and risk tolerance through personal discussions or structured questionnaires and implements broadly diversified portfolios that typically use mutual funds, ETFs and, when appropriate, individual securities and margin. Portfolios are monitored on an ongoing basis with formal reviews at least quarterly (semi‑annual for smaller accounts), and Eagle acts as a fiduciary for retirement plan and IRA clients.

Several operational practices distinguish Eagle from many peers: although its brochure lists high‑net‑worth clients among possible client types, the firm’s account minimum, client count and AUM mix suggest a focus on individual and retirement accounts rather than primarily servicing large HNW households. The brochure also discloses unusual custody-related arrangements — certain long-standing family or former‑client relationships involve owner custodial access and the firm engages an independent accounting firm to perform an annual surprise audit of those assets — and a written Code of Ethics that requires pre‑clearance for personal trades, including IPOs and private placements.