Eagle Financial

A Wealthcare Company
Eagle Financial, is a fee-only money management firm regulated by the Investment Advisors Act of 1940 and applicable state securities regulations.

We manage investment portfolios for individuals and entities desiring professional and objective investment advice based on sound economic and market fundamental analysis.

At Eagle Financial, our commitment to excellence is the foundation of our client relationships.

We endeavor to generate risk-adjusted returns on capital, focusing on long-term capital preservation as dictated by economic and market conditions and client goals and objectives.

The Eagle Financial Philosophy

We are absolute-return oriented – we employ strategies that emphasize absolute returns over relative returns. The goal behind absolute return investing is to generate positive returns regardless of the direction of the financial markets.

We evaluate risk – our assessment of an investment’s risks, both stand-alone and as a component of a portfolio, is as important as our assessment of future returns.

We are students of the market – we constantly seek to improve our performance through the application of the body of work of academia and the investment community.

Client Service philosophy

We value our client relationships – we want your business and we want it for a long time.

We strive to provide caring, competent service to all clients – your client experience is as important as our performance record.

We treat each client fairly – we will not discriminate when it comes to disseminating investment recommendations or taking investment action.

We respect your financial privacy – we will protect your personal information in accordance with our privacy policy.