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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Individual Investors

Eagle Point Investment Advisors creates individually tailored investment portfolios for affluent individuals and families, corporate executives and business owners. We pride ourselves on keeping your portfolio on track during volatile markets and uncertain times by providing a disciplined, proactive approach. Our investment strategies are designed with the goal to help preserve your assets and minimize risk during market downturns, and help you grow your wealth during market upswings. Ultimately, our goal is to help ensure you are able to retire on your terms and build a legacy for the future.

We work with you to help create an investment portfolio customized to address your short and long-term income needs and personal aspirations, utilizing a broad range of investment managers and strategies to help you pursue your goals. As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed.

We seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Manager Select
  • Model Wealth Portfolios (MWP)
  • Alternative investments*

* Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships. 

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

There is no guarantee that a diversified portfolio will enhance overall return or outperform a non-diversified portfolio. Diversification does not protect against market risk.