EAGLEEYE

The future of wealth management

Investments
with energy

We are three individuals who came together with a collective vision: a relentless pursuit of simplifying the investment process for our customers. As a client, you deserve better and we aim to exceed your expectations.

Welcome to Eagle Eye.
Our approach

Spotting opportunities, taking action

The Eagle Eye approach is based on our collective experience. We have built the skills and acquired the tools to offer a 10,000 foot view of the investment landscape. With diligence and attention to detail, we aim to spot the first sign of change, before there is even movement. These are investment solutions with a wide lens and laser focus.

We strive to be the ultimate competitors — with an approach built to win for our customers and achieve their goals, not just outperform an arbitrary benchmark.
What we do

Service with purpose

We are always at the helm and responsible for helping our clients navigate financial markets. That responsibility can not and will not  be passed along to third parties.  Every investment decision is made with 3 guiding principles: long term goals, absolute returns, and risk management.

01

Assess your goals

We’ll work with you to determine your goals and objectives. Together we will navigate the financial markets and be predatory for opportunities.

02

Propel your goals forward

We’ll build an action plan to diversify assets and timeframes, while taking advantage of short-term investment opportunities to support your long term goals.

03

Optimize investment operations

We’ll implement the action plan and monitor constantly to ensure it’s always able to withstand short and medium-term swings.

While a massive, digital wave is slowly transforming the Wealth Management industry¹, 80% of wealth managers plan no changes to their business model².

Join the 20%

¹ Deloitte, the future of wealth management 2020.
² Accenture Wealth Management C-Suite Survey 2020

Meet the team

Our story

Our experience over the last 20 years inspired us to think about the type of service we would like to see and informed the way we think about the future of finance.

The wealth management industry is undergoing massive change, and we are poised to navigate the emerging landscape. Together we have 70 years of capital markets acumes and will merge the greatest of our strengths including trading expertise, market knowledge, and diligent relationship management to offer the best investment experience available.
Working with us

A better course of partnership

We are relentless — constantly researching innovative and active solutions that improve outcomes for our clients.

Here to serve investors that include entrepreneurs, corporate leaders, small business owners, high level executives — anyone who appreciates that there are no shortcuts to success and craves a more tactical, high touch experience.

We are here to elevate and empower your vision.

Let’s talk

We will call you at the number you provide in the calendar

15 min

Send us a message
Or send us a message

    Form CRS

      Download  
    Eagle Eye Advisors LLC Client Relationship Summary December 23, 2020
     
    1. Introduction
     

    Our name is Eagle Eye Advisors LLC. We are registered with the Securities and Exchange Commission as an investment adviser. The services offered and fees charged by an investment adviser differ from those of broker-dealers and it is important that you understand the differences. Free and simple tools are available to research investment adviser firms, broker-dealers, and their financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

     
    2. Relationships and Services
     

    What investment services and advice can you provide me? We offer investment advisory services to retail investors. The principal investment advisory services that we offer to retail investors are through separately managed accounts (“accounts”) and a pooled investment vehicle (the “fund”). We also offer financial planning services to accounts. There are no material limitations on our services. We monitor your investments on a daily basis as part of our standard service. Our investment management agreement with you gives us the authority to buy and sell investments on your behalf. Our advice is not limited to certain types of products or investments.

     

    We do not have any requirements for you to open or maintain an account with us.

     

    Please see the more detailed disclosure on the investment services and advice that we can provide to you in Items 4 and 7 of our Form ADV Part 2A.

     

    Conversation Starters. Given my financial situation, should I choose an investment advisory service? Why or why not? How will you choose investments to recommend to me? What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?

     
    3. Fees, Costs, Conflicts, and Standard of Conduct
     

    What fees will I pay? You will pay us a fee based on the net assets in your account each year, which will be set forth in your investment management agreement with us. Because we charge an asset-based fee, the more assets there are in your advisory account, the more you will pay in fees, and we therefore have an incentive to encourage you to increase the assets in your account. The fund pays us a performance based fee based on the capital gains of the fund each year and, and a fee based on the net assets of the fund, each of which will be set forth in the fund’s offering documents. To the extent your account invests a portion of its assets into the fund, we will waive the asset-based fee payable by the account attributable to the assets of the account invested in the fund. Accounts will also pay other fees and costs, including research fees and expense, brokerage commissions, issue and transfer taxes, custodial fees and bank service fees, interest on margin accounts, borrowing charges on securities sold short, and any other reasonable expenses related to the purchase, sale or transmittal of assets of the account. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.

     

    Please see the more detailed disclosure on our fees and costs in Items 5.A., B., C., and D of our Form ADV Part 2A, which is available at https://adviserinfo.sec.gov/.

     

    Conversation Starters. Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

    What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have? When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means. The following arrangements and activities give us an incentive to make investments for you based on our own interests rather than on your needs.

     

    • Performance-Based Compensation.We receive compensation based on the performance of the fund, which gives us an incentive to make riskier investments in the fund.

     

    • Broker Selection. When we choose broker-dealers to execute your transactions, we consider the research, products and services that we receive from broker-dealers. This affects our duty to obtain best execution on your transactions.

     

    • Personal Trading. We invest personally in the same (or related) securities that we recommend to you. We also buy or sell securities for you at or about the same time that we buy or sell the same securities for our own accounts. This gives us an incentive to favor our own accounts over your account.

     

    Conversation Starters. How might your conflicts of interest affect me, and how will you address them?

     

    Please see the more detailed disclosure on our conflicts of interest in Items 5, 6, 10, 11, 12, and 17 of our Form ADV Part 2A, which is available at https://adviserinfo.sec.gov/.

     

    How do your financial professionals make money? We pay our financial professionals a percentage of the revenue generated by the client assets they service.

     
    4. Disciplinary History
     

    Do you or your financial professionals have legal or disciplinary history? No. Visit www.Investor.gov/CRS for a free and simple search tool to research us and our financial professionals.

     

    Conversation Starters. As a financial professional, do you have any disciplinary history? For what type of conduct?

     
    5. Additional Information
     

    You can find additional information about our investment advisory services at www.SEC.gov. You can request up to date information and a copy of our relationship summary by contacting us at (646) 853-2660.

     

    Conversation Starters. Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?

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