At Eagle West we specialize in investment management. Whether you have a young family to consider or you want to make sure you will be able to “thrive and not just survive” during your retirement years, there is much to consider as it relates to estate planning.
No matter what stage in life, we personally assist you throughout your working career and beyond to make certain you completely understand the whole process. Most of our programs provide quarterly performance reports and consolidated statements with ongoing monitoring (comparing the accounts’ total return to appropriate benchmark indices). All of this is accomplished with one comprehensive, annual fee, which is based upon a percentage of assets under management.
Cambridge is our Broker Dealer and Registered Investment Advisor. We are an industry-leading independent broker-dealer that enables financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies.
Financial professionals choose to work with Cambridge as their independent broker-dealer because of their ability to offer their clients investment advice without the pressure of offering proprietary products. Cambridge feels very strongly that a broker-dealer’s values clearly drive the quality and service a financial professional receives and in turn delivers to their clients.
*FPE on file required
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA / SIPC. Investment Advisor
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.