Strategic Resources & Valuable Links
NYL Executive Benefits LLC
Customized Executive Benefits Solutions
NYLEX Benefits is a subsidiary and the executive benefits consulting firm of New York Life Insurance Co.
New York Life
Mutuality - One of the few major life insurance companies in the United States to adhere to the principles of mutuality.
"Since 1845 New York Life and its affiliates are in the business of providing financial security through insurance and other products. We are committed to being the soundest, strongest, and easiest company to do business with. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep.®"
Some of our Strategic Resources for independent investment consulting - offered by Clay Carter as a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser.
Our mission...
To serve advisors and their clients by providing asset allocation advice, due diligence and manager selection and sophisticated timely communication on investment performance and wealth management techniques.
Value Statement...
Brinker Capital serves its clients financial interests by providing high quality, disciplined and objective investment advice.
IAG
Our mission...
The Independent Advisers Group (IAG) is dedicated to providing investment professionals with premier fee-based investment platforms. IAG provides advisers with the tools and resources necessary to partner with clients and work toward common objectives such as creating, growing and protecting wealth.
Value Statement...
IAG's Optimum Market Portfolios packages mutual funds from top money managers into sophisticated asset allocation models designed to meet the financial goals of a wide variety of investors. The Optimum Market Portfolios centers on determining the optimal asset mix to best meet your risk and return objectives. When you use the account, you’re leveraging the expertise and knowledge that the LPL Research Department applies in the development of asset allocation strategies for other programs.
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