Investment Advisory Services offered through Eagle Investors, LLC, a Registered Investment Adviser.
Eagle Investors, LLC (“Eagle Investors,” “Eagle,” or “Adviser”) is a registered investment adviser with its principal place of business in the State of Indiana. Eagle Investors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from such requirements; Eagle Investors is in compliance with such requirements.
Eagle Investor’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. The information available on this web site should not be construed as tax, accounting or legal advice. Any subsequent, direct communication by Eagle Investors LLC with a prospective client shall be conducted by an investment adviser representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Please contact Eagle for information pertaining to its registration status. A copy of Eagle Investor’s current disclosure brochure discussing its business operations, services, and fees is available from Eagle Investors LLC upon written request or at https://adviserinfo.sec.gov/firm/summary/316259.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Adviser’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Adviser, or from any other investment professional.
Certain portions of Eagle Investor’s website (i.e. articles, commentaries, etc.) may contain a discussion of, and/or provide access to, its (and those of other investment and non-investment professionals, including unaffiliated third parties) prior positions and/or general recommendations. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Eagle Investors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information, whether linked to its web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
All Discord Reviews, Testimonials and Google Reviews to which Eagle Investors has responded represent testimonials provided by current or past Eagle Investors clients. No compensation, either direct or indirect, was received in exchange for the testimonial, and there are no known additional conflicts of interest between Eagle Investors LLC and the individual. None of the information provided in reviews or testimonials should be construed as legal or investment advice or a recommendation of any particular security or strategy. For additional information about the firm, including our Form ADV Part 2A and any relevant conflicts of interest that may exist, please visit https://adviserinfo.sec.gov or contact us at info@eagle-investors.com
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Adviser) made reference to directly or indirectly by Adviser in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Adviser’s web site, to release and hold harmless Adviser, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Adviser.
Advisor Positions
It’s important to note that advisors at Eagle Investors LLC, who may be providing investment advice or making alerts on the Eagle Investors platforms, may or may not have positions in the securities discussed. The fact that an advisor holds a position in a security does not necessarily indicate that the advice provided is influenced by their own positions. Advisors are subject to the same compliance and ethical guidelines that apply to all RIA professionals.
Paper or Simulated Trades
Eagle Investors LLC employs the use of paper/simulated trading accounts to test, demonstrate and recommend trades, investments and investment strategies on the Discord Server. Specifically, the Ishaan, Stock Trades, Swings, Day Trades and Diamond Chat channels may contain recommendations issued after the execution of a simulated trade. These simulated trades are intended for educational and illustrative purposes and can also be interpreted as actual trading and investment recommendations. Clients should exercise caution and consider the inherent limitations of simulated trading when evaluating the potential outcomes of the strategies and recommendations.
Fiduciary Duty:
Eagle Investors is obligated to advise in the best interest of the client and owes its clients a duty of undivided loyalty and utmost good faith. The Investor is solely responsible for any losses, damages or costs from their use or reliance on data and/or content that Eagle Investors and its related parties may provide in connection with the use of this platform. Eagle Investors is not responsible for any investment losses incurred by any persons who have access to this platform. Nothing in these terms limits or excludes any liability to the extent contrary to applicable laws or regulations. Under no circumstances shall Eagle Investors and its related parties total liability for and all damages and causes of action exceed the amount paid by the Investor if any, for the use of the platform and/or its content. The trading recommendations by Eagle Investors are impersonal investment advice meaning they are not suitable for all and a general consideration would consider crypto trades and Options not suitable for all investors as the special risks inherent to options and crypto trading may expose investors to potentially rapid and substantial losses. Eagle Investors further assumes no responsibility for, and makes no warranties that functions contained at the platform or content will be un-interrupted and/or error free; that errors will be corrected; or that the platform or content or any method of access to or storage will be free of viruses. Eagle Investors will not be liable for any damages or repairs to your systems from viruses that may infect your services. The Registered Investment Advisor designation does not imply the commission has passed on the accuracy or adequacy of information or endorses our investment advice. The specific information on this platform has not been reviewed by, filed with, or otherwise furnished to any governmental or similar authority.
Options and Leveraged Trading Disclaimer:
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options involve risks and are not suitable for everyone. Prior to buying or selling options, an investor must receive a copy of the Characteristics and Risks of Standardized Options. Copies may be obtained by contacting your broker, The Options Industry Council at One North Wacker Drive, Chicago, IL 60606, or by visiting www.OptionsEducation.org
All users of Eagle Investors LLC content and/or web platforms must determine for themselves what specific investments to make or not to make and are urged to consult with their own independent financial advisors with respect to any investment decision. The viewer bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing. All opinions, analysis, and information included in this Content and on the website are based on sources believed to be reliable and written or produced in good faith but should be independently verified, and no representation or warranty of any kind, express or implied, is made, including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. In addition, Eagle Investors, LLC. undertake no responsibility to notify such opinions, analysis, or information or to keep such opinions, analysis, or information current. Also be aware that owners, employees, writers, or producers of and for Eagle Investors, LLC. may have long or short positions in securities that may be discussed in the Content or on the website. Past results are not indicative of future profits.
Impersonal Investment Advice
Eagle Investors LLC is a registered investment advisor (RIA) providing investment advice and information through online platforms. It is important to understand that the investment advice provided via our channels is intended to be impersonal and general in nature. The advice offered is not tailored to individual financial situations, objectives, or risk tolerances. Therefore, it is crucial for all clients to exercise caution and perform due diligence before making investment decisions based on the information we provide.
Individualized Financial Guidance
We strongly recommend that clients consult with their individual investment or financial advisor to assess their specific financial goals and tolerance for risk. Your personal financial advisor is best positioned to provide guidance tailored to your unique circumstances, taking into account factors such as your financial goals, risk tolerance, and overall financial situation.
No Guarantees
Investing in the financial markets carries inherent risks, and there are no guarantees of profit. The value of investments can fluctuate, and past performance is not indicative of future results. Clients are responsible for their own investment decisions, and Eagle Investors LLC assumes no liability for any losses incurred as a result of acting on information provided through our channels.
Code of Ethics and Compliance
Eagle Investors LLC adheres to a strict code of ethics and compliance standards designed to minimize conflicts of interest and prioritize the best interests of clients. Our team is committed to providing transparent, objective, and reliable financial advice. For more information on our practices please visit Form ADV, ADV Brochures, Client Relationship Summary
Questions, and Contact Information
If you have any questions or require further clarification regarding the information presented on the Eagle Investors Platforms or any other aspect of our services, please do not hesitate to contact Eagle Investors LLC. Our goal is to provide valuable insights and education to help you make informed investment decisions that align with your financial objectives.
By engaging and/or using our services, you acknowledge that you have read and understood this disclaimer and disclosure statement. This statement is subject to updates and revisions, and it is advisable to review it periodically for any changes. Your continued use of our services constitutes your agreement to be bound by the most current version of this disclaimer and disclosure.
Eagle Investors LLC appreciates your trust in our services and is committed to providing you with valuable information and insights to enhance your investment knowledge and decision-making.