What We Do
We are a cost conscious investment advisor that offers financial planning, tax planning and institutional quality investment management to individuals. We also offer personal CFO services (Entasis+) to athletes 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.
Tax Planning
We understand that almost every strategic decision made for clients has tax implications. Our tax planning services are designed to address those challenges as opportunities.
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.
Athlete Services
If you are a professional athlete that desires customized financial management services our Personal CFO option Entasis+ is for you.
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.
