GenerationTech^TM Portfolios

We define GenerationTech^TM as a group of investors that transcend traditional generational lines, but have one thing in common – an appreciation for the time and communication efficiencies provided by technology.

Entasis GenerationTech^TM Portfolios are ideal for clients that love technology and desire high quality investment advice. Portfolios rely on the same in-house investment research that is used to develop all Entasis client portfolios. Each client account is a customized asset allocation strategy that leverages Charles Schwab’s Intelligent Portfolios automated investing platform.

If you are not sure if GenerationTech^TM portfolios are right for you please fill out this Questionnaire or Contact Us.