Investment Advisory Planning* and Services

  "In my opinion, the family is still the best tool to create and perpetuate wealth, through thoughtful management"

- Todd M. Cour

In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.
However, with over 22,000 entities that can call themselves money managers and over 10,000 mutual funds, thousands of stocks and bonds, and alternative investments to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through Eagle Strategies' relationships with independent, top-tier investment firms, I can help simplify the process.
Every investor is unique, and investment advisory services provide you with professional investment advice and a personalized investment strategy. Using a fee-based “assets under management” approach, helps to ensure that our interest are always aligned with yours—to protect and grow your investments.
Through various investment programs—ranging from separately managed portfolios of stocks and bonds to mutual fund accounts—Todd can personalize your investment portfolio to help you meet your financial goals.
 

Portfolio Management*

During this process, you should consider current and future growth objectives, income needs, time horizon and risk tolerance. These considerations form the blueprint for developing a portfolio management strategy. The process involves, but is not limited to, the following important stages.

  • Set investment objectives
  • Develop an asset allocation strategy
  • Evaluate/Select investment vehicle
  • Portfolio review -- Ongoing portfolio monitoring

Portfolio management process

#Securities offered through NYLIFE Securities LLC. (member FINRA/SIPC).

 

*Todd M. Cour is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser.