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.
Investment 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.