We believe investment planning is a collaborative process with clients, designed to meet client goals by integrating each client’s unique circumstances into a customized financial plan and investment strategy.
Portfolios at Entasis Asset Management are managed utilizing a risk-conscious, diversified approach that invests in liquid and actively-managed, equity, fixed income, alternative and mixed-asset investment products. Our portfolios will also include individual securities depending on a client’s tax situation, investment goals and risk tolerance. We will invest across all asset classes, sub-asset classes and styles.
Our investment planning process is grounded in the Practice Standards outlined by the CFP Board. We have summarized this process into four primary steps.
Phase One – During the knowledge gathering phase we obtain the qualitative and quantitative information necessary to analyze a client’s personal and financial circumstances.
Phase Two – The risk discussion phase involves several key steps: the identification, selection and prioritization of goals, analysis of the client’s current plan and a review of potential alternate plans, the development of financial planning recommendations and the presentation of recommendations.
Phase Three – Portfolio management involves the implementation of financial plan recommendations and the selection of investment options and other services designed to execute the plan. This phase may include recommendations of third parties such as an accountant or estate attorney.
Phase Four – Ongoing communication is critical. Client circumstances can change. In this phase we work with the client regularly on their preferred schedule to update goals and recommendations, monitor portfolio results and plan progress and refresh quantitative and qualitative information.