Our Investment Resource

“We recognize that environmental, social and governance issues affect the performance of your investment portfolio.”

Eagle Strategies LLC

Through Eagle Strategies, Rob Ostberg, Adam Robinson, Kathy Foote Newman, Mike Otto and Mark Goggins provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as a "Registered Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.