A complete list of active advisors currently associated with Eagle Spirit Investments Consulting, Inc.

Warmer can help you find a great advisor at Eagle Spirit Investments Consulting, Inc. or one who fits your needs even better.

Eagle Spirit Investments Consulting, Inc. provides investment supervisory services and financial planning to a mix of individuals, pension and profit-sharing plans, trusts and estates, corporations, charitable organizations, and governmental clients. The firm offers discretionary portfolio management alongside one-time financial plans and implements client-directed restrictions where appropriate. The firm’s sole advisor documents each client’s goals and risk tolerance in an Investment Policy Statement and seeks discretionary authority to implement asset allocation across mutual funds, equities, fixed income, ETFs, REITs and insurance products. Investment implementation draws on charting, fundamental, technical and cyclical analysis and employs both long- and short-term trading approaches, with accounts reviewed at least quarterly. Compared with many independent solo advisers, Eagle Spirit is notable for serving charitable organizations and institutional clients — including tribal, federal and state government entities — an uncommon combination of client types for a small firm. The firm also operates with a very small client base and typically provides a one-time financial plan at delivery rather than ongoing planning reports unless additional engagement is requested.

To learn more about the advisors currently working at Eagle Spirit Investments Consulting, Inc., 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.