Double Eagle Capital Management, LLC

Double Eagle Capital Management serves individual and high-net-worth clients with discretionary portfolio management and tailored investment programs. Its services center on individually held common stocks and a range of fixed-income securities, and the firm may implement option strategies for income or defensive purposes with client consent.

The firm’s investment process blends fundamental, technical (including charting and cyclical) analysis to build long- and short-term positions and establishes a suitability snapshot through direct client discussions and periodic reviews. Portfolio supervision is discretionary, and covered option writing (selling calls against owned shares) is used selectively after client briefing and required custodian option authorization.

Distinctive features include the use of derivatives within separately managed accounts—specifically covered option writing—which is uncommon among independent advisers (used by roughly 6–7% of peers) and is the firm’s sole derivatives strategy, with a preference to implement it in tax-advantaged accounts to limit short-term tax consequences. The adviser manages a small, concentrated set of client accounts with individualized security selection and makes use of a preferred custodian program that provides institutional research and services, a relationship that can affect execution and create potential conflicts of interest.