At Eagle West we create investment models that work FOR our investors. This means getting personal with our clients and listening to the vision they have for their lives. We go far beyond just balancing risk against return. Instead, we try to custom fit a solution to the person, based on their lives, current financial trends and a wide array of options from our own investment models to in some cases outside institutional managers. We do not rely on just selling products or quick prepackaged solutions but instead we choose to put the needs of our clients far above of our own bottom line.
As part of our L.I.M. Process (Layered Investment Management), we believe in setting up multiple ways of protecting portfolios, like investment fuses. We have built Our Protection Point Advisor’s portfolios to make allocation easier.
Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.