Investment Advisory Services

 

Asset Allocation

We can assist in building your portfolio with a diverse mix of proper equity, fixed income, special asset classes and cash based on your investment objectives and risk tolarence.

Asset Allocation does not ensure a profit or protect against a loss, but is intended to help manage your goals and risk tolarence.
 

Wealth Management

Working with Eagle Strategies LLC gives you access to portfolio management from one of the many professional investment managers, depending on suitability and risk tolerance.

Portfolio Optimization

I will review your insurance and investment portflolios to help assure proper integrations with an emphasis on tax diversification1.  Proper integration could potenially balance a portolio while reducing risk. 


Please note that all investment advisory services are offered through Michael F. Calafati in his role as a Financial Advisor with Eagle Strategies LLC, A Registered Investment Adviser.

Calafati Financil Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

1Neither Calafati Financial Group, its staff or members, nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Calculators

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