Eagle Spirit Investments Consulting, Inc.

Eagle Spirit Investments Consulting provides discretionary portfolio management and financial planning services to both individual investors and organizational clients. The firm prepares a client-specific Investment Policy Statement for each engagement and offers ongoing supervision alongside hourly or project-based financial planning.

The adviser employs a mix of charting, fundamental, technical, and cyclical analysis and implements both long- and short-term trading strategies tailored to each client’s objectives and risk tolerance. It limits investments to common instruments such as mutual funds, equities, fixed income, ETFs, REITs and insurance products, and manages client assets directly rather than allocating to third‑party managers.

Notably, the firm works with institutional and non-profit entities — including tribal, federal and state governments, pension plans, trusts and charitable organizations — and its assets are concentrated across a very small set of client relationships. The firm’s practice distinguishes nonprofit and for‑profit clients under its fee schedule, recommends specific custodians while allowing client‑directed brokerage, and accepts research/soft‑dollar benefits from custodians.