Who We Serve

We build personalized financial plans and investment portfolios for individual investors. We offer investment management services to institutions seeking fiduciary oversight.

Individual Investors

At Entasis we work with individuals at all stages of their investing lives. The stage of an individual’s investing life cycle and the investing preferences of the individual are always specific to the person. However, we believe that everyone should have access to quality investment advice. We provide financial planning and investment management services to clients at all four of the primary investing phases that we tend to see and we customize wealth goals to the individual. We partner with attorneys, accountants and tax advisors to ensure we provide our clients with a comprehensive strategy.

Institutional Investors

At Entasis we understand the responsibilities of fiduciaries charged with the oversight of investment assets. We have spent considerable time and resources developing our firm in a way that aligns with the needs of institutions and their fiduciaries. We believe our firm has many differentiating characteristics that are important to our institutional clients.