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Eagle Global Advisors, LLC serves as an investment advisor to a wide spectrum of both individual and institutional investors. Eagle works with clients in one of two ways: via traditional relationships with clients who work with us directly, or via indirect relationships where an intermediary (financial consultant or advisor) knows and works with the client. While Eagle has many direct clients – a significant number of whom have been with the firm since day one – We have deliberately grown our business by seeking strategic partnerships with financial intermediaries. Doing so allows Eagle to gain operational leverage that allows the firm to focus its resources, both financial and human, on Eagle`s core competency – managing money.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
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Bratenahl Capital Partners is a private equity investment firm that invests in established private equity managers across all industries.