What We Do

We are a cost conscious investment advisor that offers financial planning and institutional quality investment management to individuals. We offer retirement planning and research and consulting services to institutions.

Financial Planning

It is our mission to collaborate with Clients to maximize the potential to meet their life goals. Our financial plans are customized to each Client to reflect their personal and financial circumstances.

Investment Management

Clients that do not wish to engage with us on a financial plan have the option to invest in one of our investment strategies at a discount to our full investment planning fee. Portfolios will be customized to the risk tolerance of each client, monitored and updated regularly.

GenerationTechTM Portfolios

Entasis GenerationTechTM Portfolios rely on our in-house investment research and are ideal for clients that love technology and desire high quality investment advice.

Research & Consulting

If you are an investment advisor interested in our outsourced investment management services or a plan fiduciary looking for a retirement plan services partner we have offerings for you.