EAGLE FINANCIAL
A WEALTHCARE COMPANY
EAGLE FINANCIAL
A WEALTHCARE COMPANY
Investing may seem easy…until it isn’t
Let us help you navigate the investment environment.
Investing may seem easy…until it isn’t: too many choices, too much information, and too little time. You don’t have to go it alone. Let us help you navigate the investment environment. We will construct and manage an investment portfolio consistent with your goals and objectives to grow your savings at a reasonable rate of return without undue risk.
Eagle Financial is a Registered Investment Advisor (RIA) Firm. We are advisors. The entirety of our client relationships are subject to a federal fiduciary duty, comprising duties of care and loyalty. (This is a higher standard of care than that for brokers and agents.)
Investing may seem easy…until it isn’t
Investing may seem easy…until it isn’t: too many choices, too much information, and too little time. You don’t have to go it alone. Let us help you navigate the investment environment. We will construct and manage an investment portfolio consistent with your goals and objectives to grow your savings at a reasonable rate of return without undue risk.
Eagle Financial is a Registered Investment Advisor (RIA) Firm. We are advisors. The entirety of our client relationships are subject to a federal fiduciary duty, comprising duties of care and loyalty. (This is a higher standard of care than that for brokers and agents.)
HOW ARE WE DIFFERENT
We are absolute-return oriented – we employ strategies that emphasize absolute returns over relative returns. The goal behind absolute return investing is to generate positive returns regardless of the direction of the financial markets.
Greater Independence
Eagle Financial is an independent firm and, as such, is not subject to the influences of in-house research and products.
Alignment of Interests
Eagle Financial is compensated for advice, not transactions. Our compensation is based on a percentage of assets under management; therefore, our success is directly linked to that of our clients. By contrast, broker-dealers are compensated to sell financial products and can generally only offer advice that is incidental to the transaction.
Greater Freedom
Eagle Financial has access to a wide range of investments and institutional money managers, many of which are unavailable through broker-dealers.
Objectivity
Registered Investment Advisors (RIAs) are fiduciaries, meaning that they are legally required to act in the best interest of the client. *This is a higher standard of care than what’s required of broker-dealers.
HOW ARE WE DIFFERENT
We are absolute-return oriented – we employ strategies that emphasize absolute returns over relative returns. The goal behind absolute return investing is to generate positive returns regardless of the direction of the financial markets.
Greater Independence
Eagle Financial is an independent firm and, as such, is not subject to the influences of ``in-house`` research and products.
Alignment of Interests
Eagle Financial is compensated for advice, not transactions. Our compensation is based on a percentage of assets under management; therefore, our success is directly linked to that of our clients. By contrast, broker-dealers are compensated to sell financial products and can generally only offer advice that is incidental to the transaction.
Greater Freedom
Eagle Financial has access to a wide range of investments and institutional money managers, many of which are unavailable through broker-dealers.
Objectivity
Registered Investment Advisors (RIAs) are fiduciaries, meaning that they are legally required to act in the best interest of the client. *This is a higher standard than the standard of suitability required of broker-dealers.
WHAT OUR ADVISORS ARE SAYING
CUSTODIAL PARTNERS
MEET THE EAGLE TEAM
Jack Ditt
Jack Ditt is a portfolio manager and Managing Director of Eagle Financial. Mr. Ditt has 29 years of investment experience. Prior to starting Eagle Financial in 2006, he spent 15 years with Legg Mason and its successor, Smith Barney. Mr. Ditt is a U.S. Air Force veteran, having served as a B-52 flight navigator. Mr. Ditt has an MBA degree from Louisiana Tech University and a BA-Economics degree from The Virginia Military Institute.
Dan Gray
Dan Gray came to Eagle in 2023 and brings over 10 years of industry experience. Dan holds an MBA degree from the University of Georgia and an undergraduate degree in psychology from the University of North Carolina at Chapel Hill. When he’s not studying the markets, Dan enjoys playing tennis and golf and spending time with his wife Susan and their two sons, Thomas and Nolan.
MEET THE EAGLE TEAM
Jack Ditt
Jack Ditt is a portfolio manager and Managing Director of Eagle Financial. Mr. Ditt has 29 years of investment experience. Prior to starting Eagle Financial in 2006, he spent 15 years with Legg Mason and its successor, Smith Barney. Mr. Ditt is a U.S. Air Force veteran, having served as a B-52 flight navigator. Mr. Ditt has an MBA degree from Louisiana Tech University and a BA-Economics degree from The Virginia Military Institute.
Dan Gray
Dan Gray came to Eagle in 2023 and brings over 10 years of industry experience. Dan holds an MBA degree from the University of Georgia and an undergraduate degree in psychology from the University of North Carolina at Chapel Hill. When he’s not studying the markets, Dan enjoys playing tennis and golf and spending time with his wife Susan and their two sons, Thomas and Nolan.