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Investment Advisory Services

我们通过格雷斯通咨询公司为我们的机构客户和高净值个人提供增强服务, a business of Morgan Stanley Smith Barney. 格雷斯通咨询的使命很简单:为老练的投资者树立投资咨询服务的行业标准. 格雷斯通咨询公司为客户提供全面的投资咨询服务, including foundations and endowments, corporate retirement plans, Taft-Hartley funds, health care organizations, state and local governments, family offices, and affluent individuals.

Graystone Consulting Offers

  • Organizational Assessment
  • Investment Policy Statement
  • Asset Allocation Study
  • Investment Manager Strategy
  • Reporting and Communication
  • Ongoing Review and Monitoring
  • 卓越投资文化，帮助制定投资建议的行业标准
  • Empowerment of its clients to make informed decisions. 投资的客观性、透明度和开放架构
  • Board and committee advice
  • 发表研究报告和定制的业绩报告，以协助受托人的决定的文件
  • 咨询集团投资顾问研究(CG IAR)团队回顾1,000 investment strategies quarterly
  • CG IAR拥有业内最大的研究分析师和投资专业人士团队之一
  • 对传统和另类公司进行团队尽职调查
  • 由摩根士丹利美邦支持的本地定制服务
  • 与财富管理和咨询服务行业的领导者之一有关
  • 深度定制，量身定制投资政策声明
  • Customized Asset Allocation Advice
  • Disciplined Research Process
  • Performance Reporting
  • Institutional Custody Reporting

如欲查询更多有关投资顾问服务的资料，请电邮至 ContactMe@EagleBankCorp.com.

Investment and Insurance Products:

Are Not FDIC Insured
Are Not Bank Guaranteed
Are Not a Deposit
Are Not Insured By Any Federal Agency
Are Not A Condition To Any Banking Service or Activity
May Lose Value
 

Other Banking Services

Disclosures

EagleBank, through EagleBank Investment Advisory Services, 可将EagleBank客户和其他需要投资咨询服务的客户推荐给摩根士丹利美邦(“摩根士丹利”)的特定顾问代表。. EagleBank is not an affiliate of Morgan Stanley.

经EagleBank推荐后，摩根士丹利将向EagleBank支付与在摩根士丹利开立的咨询账户相关的介绍费. 摩根士丹利从客户支付给摩根士丹利的投资咨询费中支付介绍费. 该费用的金额一般为摩根士丹利记入该账户顾问代表的投资咨询费的20%. 伊格尔银行将不会收到任何与证券销售有关的补偿.

EagleBank及其管理人员和员工将不会代表摩根士丹利提供任何投资建议. EagleBank及其管理人员和员工将不接受任何投资咨询服务的申请，也不会提供任何关于证券或其他投资产品的建议.

通过向摩根士丹利推荐投资咨询服务, 伊格尔银行不提供或接受伊格尔银行或其任何附属机构的任何存款或其他义务，也不接受伊格尔银行或其任何附属机构的担保，也不接受FDIC或其他机构的保险.

摩根士丹利的咨询账户没有FDIC的保险, and are not deposits or other obligations of, or guaranteed by, EagleBank. Any investment product, 包括通过摩根士丹利咨询账户购买的股票, involves investment risk that might result in loss of value.

伊格尔银行将不会为购买摩根士丹利投资咨询服务或其他服务或产品的消费者设定延长信贷期限的条件.

伊格尔银行将不会以客户不同意为条件延长信用, or a prohibition on the consumer from obtaining, 来自其他投资顾问代表或投资顾问或EagleBank的投资咨询服务或其他服务或产品.

个别基金的投资项目会有特定的风险，这些风险会因基金而异.

EagleBank, 摩根士丹利及其各自的关联公司和雇员不从事提供税务或法律咨询的业务. 这些材料和任何与税务相关的报表都不是用来使用的, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, 是否与交易的“推广或营销”或这些材料所涉及的事项有关, to the extent allowed by applicable law. 纳税人应根据自己的具体情况，向独立税务顾问咨询.

通过SIPC成员摩根士丹利美邦有限责任公司提供的投资和服务.

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