Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Fiduciary Services

At Eagle Point Investment Advisors, we’re passionate about helping you provide an effective retirement plan to your employees. Our professionals bring a broad range of core competencies, credentials and designations across retirement plan and asset management disciplines, including:

Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) designation. AIF® designees have a reputation in the industry for their ability to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

Professional Plan Consultant™
The Professional Plan Consultant™ (PPC™) designation signifies a commitment to service excellence in the retirement industry and is awarded to those that complete a curriculum based on ERISA regulations and industry best practices as it pertains to the management of a qualified plan.

ERISA 3(21) Fiduciary Advisor and 3(38) Investment Manager
As members of the LPL Financial Retirement Plan Consulting Program, we are among a limited number of advisors approved as an ERISA 3(21) fiduciary advisor among LPL Financial’s more than 12,000 independent advisors to be approved to provide ERISA advisory services. These fiduciary designations require that the advisor’s interests must always be aligned with the interests of the plan and its participants.

Fiduciary Excellence
We adhere to the high standards of fiduciary excellence in the investment selection process, and assist you with these and other plan services:

  • Quarterly platform investment review and recommendations for changes
  • On-going review and adherence to the plan’s Investment Policy Statement
  • Annual trustee meeting to review all aspects of the plan’s investment offerings
  • On-site participant meetings
  • Investment education and guidance