An investment advisor founded by investors

It is our mission to achieve client goals with low cost, understandable portfolios, built on a foundation of our experience and institutional investment process.

Why Entasis Asset Management

We are differentiated from other advisors by our proactive fee management, accountability for investment results and transparent communication.

What We Do

Our primary services are financial planning and investment management. We also offer investment advisory services to retirement plan providers and outsourced research services to other advisors.

Who We Serve

We build personalized financial plans and investment portfolios for individual investors. We offer outsourced investment management and retirement plan services to institutions seeking a fiduciary partner.

Resource Center

All of our research is conducted in-house. We believe strongly in independent thought. Access our perspectives here.