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SmartPro Strategies

The Eagle Strategy

Objective

Made in America. The Eagle Strategy seeks to provide growth of capital by investing in U.S. equity mutual funds.

The Eagle is a symbol of American independence, leadership and strength. This strategy utilizes American managers that invest in U.S. companies.

This strategy is suitable for investors with an aggressive risk tolerance. The managers seek opportunity within domestic companies, recognizing the ingenuity and determination of the American entrepreneur.

Portfolio Construction

The Eagle is intended to invest primarily in stocks but may, per the discretion of underlying managers, invest in other asset classes as opportunities arise. The managers span styles from large to mid to small cap, with growth, value and income approaches, as well as sector specific or specialty focuses.

“The Eagle is a symbol of American independence, leadership and strength.”

RISK TOLERANCE:
Aggressive

TARGET ALLOCATION:
100% U.S. Equities

Is The Eagle Strategy Right for You?

Contact a Pro near you to find out.
SmartPro Financial’s mission is to create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for. Our team takes a disciplined approach to selecting investments and constructing world-class portfolios, with a focus on adhering to our principles. Our team actively manages the strategies, pursuing opportunity and adapting as necessary.

Equity and fixed income allocations are targets and may fluctuate within the ranges defined by the Investment Policy Statement.

Investing securities (including the models advertised herein) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of rick. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

The models advertised herein are not designed based on the individual needs of any one specific client or investor. In other words, it is not a customized strategy designed on the specific financial circumstances of the client. However, prior to opening an account using the advertised model, Cambridge will consult with you to determine if your financial objectives are appropriate for investing in the model. You are also provided the opportunity to place reasonable restrictions on the securities held in your account.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge is not affiliated with SmartPro Financial or Ramsey Solutions.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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