Independent Advice, Personalized Solutions
Encore evolved out of the family office of one of its founders. The firm’s owners were its first clients and today we are a 100% employee-owned registered investment advisor. This independence means that the advice we offer is influenced by nothing other than our clients’ unique objectives.
The tools and technology we developed to inform and optimize our own financial plans and investment management strategies are what we use to advise clients. We built the Encore platform for ourselves and our clients benefit from that initial experience and subsequent refinement.
Modern portfolio management delivered with a human touch.
We built a technology platform to inform investment management decisions that are unemotional, unbiased, and driven by data. We combine this with a team of experienced advisors who are empathetic listeners skilled at providing objective wealth management solutions.
Comprehensive Wealth Management
Our approach to wealth management is intended to optimize the totality of your financial resources as they – and your circumstances – change over time. A primary goal is to protect and grow your assets based on thoughtful planning and careful investment management.
Financial Planning
One of our primary service offerings, financial planning is highly personal and focused on your individual goals and aspirations. Your financial plan results from an iterative and continually evolving process intended to inform decisions as it is diligently executed throughout your life.
Investment Management
Our approach to Investment management is distinguished in that science plays a critical role in our methodology. Based on two patents in investment science held by the firm’s founder, our approach seeks to optimize specific strategies in pursuit of peak portfolio potential.
Our Advisors
The foundation of our service model is experienced teams – each with unique insights and perspectives in disciplines that we believe are critical to your financial success – collaborating with you and your primary Encore advisor leads to a more durable relationship and synergizes planning and consulting.
Client-centric Ethos
A commitment to your best interests is ingrained in our DNA. We structured Encore as a fiduciary in alignment with our intrinsic desire to serve and to the best of our ability eliminate conflicts of interest whenever possible. This means transparency, no commissions or hidden soft-dollar arrangements, and what we believe to be comparatively low fees.
Technology
Encore was founded by technologists. How we integrate it into our processes is one of our key differentiators. Technology helps us optimize planning and portfolio decisions more efficiently. We believe this results in a smarter, more advanced wealth management experience.
We can't wait to talk to you!
We’re eager to meet you and are prepared to demonstrate the many ways Encore can help make your aspirations a reality. Our process starts by getting to know you and understanding your unique circumstances and personal financial goals. Then we compile an experienced team to help you optimize each of those components.