EXPLORE A PARTNERSHIP WITH US
“If you change the way you look at things, the things you look at change.”
Wayne Dyer
THINKING ABOUT A CHANGE?
Partner With Us.
Trust. As a trusted partner to ultra-high net worth and high net worth individuals, many of our clients are (or were) successful entrepreneurs, senior executives, and professionals such as lawyers, doctors, nurses, and teachers. They are retirees and younger individuals or families with bright futures ahead.
Freedom. Our clients want financial freedom. They are typically financially independent or are on the road to financial independence. Some want to diversify their team of investment managers. Others seek someone to protect and grow their entire investment portfolio.
Alignment. Our clients aspire to spend their time on pursuits best aligned with their purpose. Their successes have been augmented by surrounding themselves with talented, intelligent individuals. Selecting an investment manager to partner with is no different.
CLIENT MINDSET
Life Is a Marathon – Made Up of a Series of Sprints.
Eagle Talon attracts clients who are open to new ideas and who think differently. They have developed perspective and are thoughtful in assessing opportunities. They see the vision and have a growth mindset. Ideally, we learn from each other in various aspects of life.
Our clients have a long-term approach to life and investing. They seek deep, trusted relationships with partners who support their goals and dreams. Life is a journey. Select the people who accompany you carefully.
PARTNERSHIP
We See You.
You are the best at what you do. You deserve a partner who is aligned with your objectives and who will protect and grow your investment portfolio.
Are you an individual who already employs multiple investment managers?
Are you searching for niche strategies that are highly differentiated?
Do you value low net exposure, low correlation investment strategies?
Would you like to improve portfolio diversification?
Do you have an appetite to concentrate capital in a manager’s best ideas?
Already have a financial advisor? Who is making the investment decisions? Not just asset allocation, the actual investment decisions. There is a difference!
Are you aligned with their philosophy and approach?
What are the structural limitations of the way they manage money?
Do their investment mandates allow them to hedge or hold significant cash?
Are they investors focused on protecting and growing your portfolio, or are they primarily asset gatherers concerned with maximizing their base of assets under management?
Do you know the total fees you pay – not just their stated management fee, but the all-in cost? You might be surprised.
Do you currently manage your money yourself?
Do you have a financial plan, and are you on track to achieve it?
Are you spending enough time reading, researching, and analyzing your investments?
Do you adjust your investment approach based on economic cycles and how the underlying businesses are performing?
Do you have the emotional constitution to buy low and sell high, especially when markets are volatile?
What is the opportunity cost of your time, and is this how you want to spend it?
Our minimum aggregate account value is:
$250,000 for individuals
If you do not meet our minimums but our approach resonates with you, please reach out to explore a way forward. Our mission includes increasing access to sophisticated investment managers.
