The future of wealth management

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.


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