At Eagle Fort Holdings, clients and advisors develop lasting relationships rooted in honesty, transparency and trust.
Delivering to a key group of entrepreneurs, businesses, and institutions. We task ourselves to an unprecedented degree of results and customer care.
One of our initial philosophies continues to shape our actions today, even as we apply them to modern financial solutions. The fundamental analysis, diversification of risk, careful contrarianism, and prudent buy-and-hold practices.
One of our founding principles. You should not overreact to news, positive or negative news. If you understand the management of a business, the sector in which it is a part, historical data, use your common sense and be patient, most times you will be bountifully rewarded.
We did not only champion time-tested investment strategies; we also built strong, trusting relationships with clients. Since its inception Eagle Fort Holdings has continued to provide exceptional service to our clients.
We hold ourselves to a high standard. As an investment advisor, we abide by a strict fiduciary duty to always act in a client’s best interests.
With an honest and client orientated approach; our team makes every client feel welcome and appreciated. Our clients are never just an account; they are responsible parents, business professionals and often also friends.
Our Mission, Vision and Values
When you choose to work with Eagle Fort Holdings, we help you enjoy your lifestyle, plan for your golden years, provide for your family, support your business, and lift your community.
Our mission is to exceed your expectations by offering you financial partnership, patient guidance, and genuine care. We have a belief in lifelong relationships founded on trust, respect, and integrity. Over the years we have earned our reputation with honesty, professionalism, and a deep dedication to personal service.
We are focused on always doing the best for our clients. As a financial advisory firm, we hold ourselves to fiduciary guides and standards; that means we legally must act in your best interest at all times.
When you speak to your Eagle Fort Holdings advisor, you know that you’ll always hear our honest, professional opinion; even if it means we lose your business. We will not fix something that is not broken: if you don’t need our help, we’ll be the first to let you know.
Open and receptive, we are eager to listen to our clients and elevate our services accordingly. We solicit critical feedback from our clients to do just that; collecting critical feedback to bolster our strengths and improve on our weaknesses.
At Eagle Fort Holdings, we give every client the time, respect, and personal attention they deserve.
Speak with our friendly staff to learn more and get started.