Energy Investments
Explore the role of direct participation in domestic oil and gas projects within a broader investment strategy.
Eagle Eye Funds
FourStar Wealth Advisors Winter Conference
Connect with Eagle Eye Funds in Los Cabos to explore energy investment strategies, potential tax considerations, and opportunities relevant to accredited investors.
A personal welcome
We’re looking forward to connecting with financial advisors in Los Cabos.
At Eagle Eye Funds, we believe meaningful investment conversations begin with relationships, education, and a clear understanding of the opportunities and risks.
Whether you’re exploring alternative investments, energy markets, or potential tax-efficient strategies for eligible clients, Richard welcomes the opportunity to connect.
Your Eagle Eye connection
VP of Capital Markets
Eagle Eye Funds
Find a convenient time to connect with the Eagle Eye Funds team and explore opportunities relevant to you and your clients.
The Eagle Eye perspective
A thoughtful starting point for advisors evaluating the role, structure, and suitability of direct energy participation.
Explore the role of direct participation in domestic oil and gas projects within a broader investment strategy.
Learn about tax provisions that may be associated with qualifying oil and gas investments, including intangible drilling costs and depletion allowances. Individual results vary.
Discover how Eagle Eye Funds approaches education, transparency, and relationship development with financial professionals.
Conversation starters
Questions worth exploring together—without the sales pitch.
The evolving domestic energy landscape
Oil and gas within alternative investment allocations
Understanding intangible drilling costs
Potential tax considerations for qualified investors
Evaluating energy investments beyond tax benefits
Risk, due diligence, and investor suitability
Investment overview
Explore our investment approach, fund structure, and potential tax considerations through our comprehensive fund overview.
Connect with Richard Loomis to discuss the Eagle Eye Funds investment approach and explore whether it may be relevant to your clients.
Schedule a ConversationThe Cabo Collective
The best moments aren’t always on the agenda. Share your favorite memories from Cabo and explore the moments captured by everyone here.
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Advisor resources
Access Eagle Eye Funds’ dedicated advisor platform for additional resources and information. Appropriate credentials are required.
Event connection
Attending FourStar? Richard would welcome the opportunity to connect during the conference.
You’re Part of the Cabo Collective!