Our Investment Philosophy

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 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.

We believe:

  • Multiple layers of risk management – multiple asset classes and layers of investment styles and strategies.
  • Using alternatives to traditional stocks and bonds if it makes sense for the portfolio.
  • Reactive not static investment models.
  • Establishing a clear understanding of our clients’ lives and their overall financial plan before undertaking the role of investment advisor.

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Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.