Can I transfer my existing investment portfolio to Eagle Asset Management?

Yes, it is possible to transfer your existing investment portfolio to Eagle Asset Management. The process typically involves several steps, including contacting your current investment firm to initiate the transfer and working with Eagle Asset Management to facilitate the process. You would need to provide necessary details about your existing accounts and investments, and Eagle Asset Management would guide you on how to proceed. It is also important to consider any potential tax implications or fees associated with transferring your assets. Before initiating the transfer, it may be beneficial to review the investment strategies and services offered by Eagle Asset Management to ensure they align with your financial goals. Furthermore, prospective clients are encouraged to visit the current website, where you can potentially find more information and resources related to account transfers and the services offered.