Eagle Asset Management Customer FAQ

Eagle Asset Management offers a diverse range of investment strategies designed to meet various client needs. They primarily focus On the fixed-income side, Eagle Asset Management seeks to provide options that focus on managing risk while generating income. They typically invest in a variety of fixed-income securities, including government bonds, corporate bonds, and municipal securities, depending on the specific strategy selected by the client. Moreover, Eagle Asset Management may also offer customized investment solutions that align with individual client goals and risk tolerances. By employing a disciplined investment process and thorough research, Eagle Asset Management aims to deliver competitive returns while managing risk effectively. For detailed information on their specific investment products, it is advisable to look at their current web page, which provides comprehensive insights into their offerings....

Eagle Asset Management offers a range of investment management services tailored to meet the needs of diverse clients. Their primary Eagle Asset Management places a strong emphasis on research-driven investment processes. They employ a fundamental analysis approach, which is designed to identify valuable investment opportunities across various sectors and geographies. Their investment capabilities cover a broad spectrum, including large-cap, mid-cap, and small-cap equity strategies. Additionally, the firm offers specialized strategies, such as growth and value investing, tailored to fit different investment philosophies and risk tolerances. Moreover, Eagle Asset Management is known for its active management style. The firm seeks to generate alpha, which is the excess return compared to a benchmark index, through diligent security selection and tactical asset allocation. It also provides risk management services, helping clients navigate volatile market conditions. For those interested in further details about the specific offerings, it is beneficial to visit their current website, where one can find in-depth information about the various investment strategies and services available. Overall, Eagle Asset Management's commitment to research and active management positions it as a reputable choice for those seeking professional investment management services....

Eagle Asset Management does recognize the growing interest in socially responsible investments and offers a variety of strategies that In recent years, many investors have expressed a desire to support companies that prioritize sustainability, ethical governance, and positive social impact. Eagle Asset Management has adapted to these trends by focusing on investment strategies that consider such factors, thereby allowing clients to align their investments with their values. For specific details regarding the socially responsible investment options available and how they fit within the wider portfolio, it is advisable to explore the current information available on their website. There, interested parties can gain deeper insights into their offerings, methodologies, and the various options tailored to socially responsible investing....

Eagle Asset Management has been in business since 1976. Founded in St. Petersburg, Florida, it has built a strong reputation for providing...

Eagle Asset Management, known for its diverse investment strategies and focus on client-centric services, often has specific minimum It is advisable to research the specific investment options that interest you, as this can provide a clearer understanding of the minimum investment levels associated with each. This information can often be found directly on their current website, where they detail their investment products and any applicable requirements. By reviewing the relevant sections regarding minimum investments, potential clients can make informed decisions before proceeding further....

Eagle Asset Management offers a variety of investment solutions, and the fees associated with these investments can vary significantly In addition to management fees, if an investor is using mutual funds or similar pooled investment vehicles, there may be fund expenses that cover administrative costs, marketing expenses, and other operational fees associated with running the fund. Performance fees may apply in certain structured investments, where the firm charges an additional fee based on the investment performance surpassing a specific benchmark or target. To have the most accurate understanding of the fees applicable to an individual investor's situation, it is essential to review the specific investment documents or consult the website for detailed information. The current web page of Eagle Asset Management will provide insights into their fee structure, and it may also offer contact information for any specific inquiries regarding fees. Investors are encouraged to carefully consider these fees in relation to potential returns when deciding to invest....

Investment portfolios are generally reviewed and rebalanced on a regular basis, depending on the specific strategy and policies of Rebalancing involves realigning the portfolio to its target allocation, which may be necessary due to varying performance levels of the investments. This process helps maintain the desired risk profile and can potentially enhance returns over time. It is important for investors to understand that the frequency of reviews and rebalancing can be influenced by individual circumstances, investment goals, and market developments. For further information on specific practices, it would be best to visit Eagle Asset Management's current web page....

Yes, it is possible to transfer your existing investment portfolio to Eagle Asset Management. The process typically involves several Before initiating the transfer, it may be beneficial to review the investment strategies and services offered by Eagle Asset Management to ensure they align with your financial goals. Furthermore, prospective clients are encouraged to visit the current website, where you can potentially find more information and resources related to account transfers and the services offered....

When an investment strategy does not perform as expected, it can be concerning for any investor. There are several potential outcomes If an investment does not meet expectations, it may be a good opportunity for investors to analyze their strategy. This involves evaluating the factors that led to the underperformance and determining whether those reasons are likely to persist. Investors may consider diversifying their portfolio to mitigate risk or reallocating assets to different investment vehicles that are performing better. It may also be beneficial to review the investment's long-term goals. Sometimes, strategies need time to recover and deliver favorable returns. Conversely, if the underlying assumptions of a strategy have changed significantly, it may be prudent to reassess and possibly change the approach altogether. Investors can stay informed and educated by consulting resources and keeping an eye on performance metrics. For more specific insights or guidance, one might consider reviewing the latest information on the Eagle Asset Management web page....

Investing through Eagle Asset Management can have various tax implications depending on factors such as the type of investment vehicles Additionally, income generated from investments, such as dividends and interest, may also be subject to taxation. Qualified dividends may be taxed at the same lower rates as long-term capital gains, while ordinary income, such as interest payments, is generally taxed at the investor's ordinary income tax rates. It is also essential to consider tax-loss harvesting strategies, which Eagle Asset Management may utilize to offset taxable gains with losses from other investments. Tax regulations can change frequently, so it is essential for investors to stay informed about current laws and rates, and it may be beneficial to consult a tax professional to gain a clearer understanding of personal tax situations. For more specific information regarding potential tax implications related to investments with Eagle Asset Management, one might want to refer to their official website for resources or guidance....

The typical time frame for seeing returns on investments can vary significantly depending on several factors, including the type of On the other hand, fixed income investments, such as bonds, might provide more consistent, but generally lower, returns over a shorter period. In such cases, investors may begin to see returns within a year or two through regular interest payments. Real estate investments can also show varying time frames, depending on market dynamics and property management practices. For investors seeking specific guidance on investment horizons, it is always advisable to consider personal financial objectives and risk tolerance. For the most accurate and tailored advice on investment expectations, one may refer to the current resources available on their web page....

Eagle Asset Management typically provides access to investment advisors through various channels. Clients often have the opportunity If you are interested in scheduling a meeting with an investment advisor, it would be advisable to visit the official website of Eagle Asset Management. There, you should find pertinent contact information and additional resources that may assist you in your inquiry. Each individual may have unique requirements, so exploring the website could provide valuable insights into the available options and the processes involved in setting up a meeting....

Eagle Asset Management offers several resources for client education designed to help investors better understand the various aspects Additionally, Eagle Asset Management often produces webinars and seminars that cover a wide range of investment topics. These events typically feature experts from within the organization who share their insights and provide valuable information on different investment approaches. Recordings of past webinars may also be available for clients who wish to review them at their convenience. Eagle Asset Management may also provide newsletters and periodic updates that reflect market conditions and investment performance. These communications serve to keep clients informed about relevant developments that could impact their investment decisions. It is advisable for clients to regularly visit the Eagle Asset Management website for the most current resources, educational materials, and updates that might assist them in their investment journey....