We define GenerationTechTM 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 GenerationTechTM 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 digital account opening platform.
If you are not sure if GenerationTechTM portfolios are right for you please fill out this Questionnaire or Contact Us.