Lifetime Wealth Portfolios

Lifetime Wealth PortfoliosSM is a managed account solution that provides you with all the benefits of a comprehensive investment management service, including objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, and quality insurance coverage — all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.

Lifetime Wealth PortfoliosSM marks a unique advance in wealth management by bringing together Ibbotson Associates’ pioneering expertise in human capital and risk tolerance based portfolio assignment, Morningstar Inc.’s extensive mutual fund research data, Eagle Strategies' innovative approach to insurance product selection, and rigorous investment management provided by four various sub-advisers — all together to create an integrated investment and insurance strategy to help meet your financial goals.

Julius Elmer "Joel" M. Magbitang, CFP® at Magbitang Financial & Insurance Solutions will help sort through the many investment and insurance choices available to our clients.

Brinker Capital - Brinker Capital provides competetive, risk adjusted returns using asset allocation strategies that seek consistent, competetive performance within stated risk and return parameters to help minimize downside risk in troubles periods and maximize returns in bull markets.

Ibbotson Associates - Ibbotson Associates follows a proprietary five-step methodology and customizes this approach for clients based on their needs. They analyze and forecast asset classes through historical data, long term expected returns, standard deviations, and correlation coefficients. Ibbotson creates asset class models on the basis of mean-variance optimization, a Nobel prize-winning economic theory.

Loring Ward - Loring Ward offers portfolio management programs that are tailored to the unique needs of successful individuals, small businesses and institutions. Their Structured Investing philosophy combines more than eight decades of market data, the latest discoveries in behavioral finance, and Nobel Prize-winning academic research, including Modern Portfolio Theory, a system that uses diversification to seek optimal returns for the level of risk an investor is willing to accept.

Morningstar Investment Services - Morningstar Investment Services uses an objective, independent research process to constuct portfolios designed to meet each client's unique needs and objectives. Morningstar leverages Ibbotson Associates' pioneering asset allocation models to help ensure that portfolios are well diversified.

Fund Managers

Loring Ward logo
MorningStar logo
Brinker Capital logo
Dimensional logo
Ibbotson logo
Frontier logo
Oppenheimer logo

Lifetime Wealth Portfolios is offered by Julius Elmer "Joel" Magbitang, CFP®, Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser.
Discretionary managed account with portfolio management provided by an independent investment manager, known as a sub-adviser. You have the ability to select the sub-adviser that manages your portfolio and choose from select investment strategies. Each sub-adviser also offers a distinct investment philosophy so you can choose the sub-adviser whose philosophy matches your own. As part of the program agreement, the sub-adviser has discretionary authority to manage your portfolio decisions (e.g., buy, sell, rebalance assets) as necessary and allocates assets among various securities on an ongoing basis according to an investor’s investment objectives and chosen asset allocation model. An investor should refer to his/her Investment Management Agreement as well as the Eagle Strategies Disclosure Brochure for complete information on the respective roles and responsibility.
Brinker Capital, Ibbotson Associates, Loring Ward, Morningstar Investment Services and Eagle Strategies LLC are Registered Investment Advisers with the Securities and Exchange Commission and are not affiliated companies.