Eagle Spirit Investments Consulting, Inc.

Overview

Eagle Spirit Investments Consulting, Inc. is a small, owner-operated independent registered investment adviser that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, operating primarily on a non-discretionary basis. Its compensation mixes a percentage-of-AUM fee with hourly charges. Investment activity shows a preference for non-traditional allocations alongside conventional vehicles. The firm allocates to real estate and commodities through third-party alternative managers and uses annuities and mutual funds as part of client portfolios. Given the heavy non-discretionary exposure, Eagle Spirit appears to work in close partnership with clients when implementing strategies, often relying on client approval for trades and allocations.

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