Eagle Capital Advisors, LLC is an independent employee-owned investment management firm dedicated to serving the specific investment needs of our clients by providing independent, objective, and customized asset management.
Our firm was formed with a clear blueprint in mind for managing an investment company emphasizing independent ownership, a singular focus on portfolio management, and the belief that the best way to succeed as a firm is to focus our resources on serving our clients well. We’ve also developed the investing principles that guide us: a long-term investment horizon, individual security selection grounded by the relationship of fundamentals to valuation, customized portfolio construction, and risk budgeting. With this as a foundation, we manage equity, fixed income, and balanced portfolios for individuals and institutions.
We have a direct, personal relationship with our clients and establish investment strategies and portfolios tailored to their unique circumstances.
Our Firm
Eagle Capital Advisors, LLC is privately owned, and that independence allows us to be completely objective as we search for and evaluate opportunities for our clients. It frees us to pursue the singular goal of creating lasting value for our clients and allows us to invest to our convictions, not to benchmarks. We encourage collaboration and cooperation among each of our client's trusted advisors, because we believe that a coordinated plan greatly improves the likelihood of achieving our client's goals.
Depending on the client's needs and preferences, portfolios may be balanced or dedicated to a particular market segment such as domestic equity or taxable fixed income. We will work with clients who have portfolio, tax, or risk management issues to design a portfolio tailored to their circumstances.
A Shared Understanding
Our experience together is based upon a shared understanding of what we can offer and what each client can expect.
Our Clients
We provide our services to a range of clients:
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High net worth individuals and their related entities. Related entities include personal, trust, IRA, and retirement accounts. We may also manage family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.
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Endowments, foundations, and other charitable organizations
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Corporations and other businesses
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Pension and profit sharing plans
Michael R. Pelosi, CFA
Susan T. Frois, Series 65