It is our mission to achieve client goals with low cost, understandable portfolios, built on a foundation of our experience and institutional investment process. We are differentiated from other advisors by our proactive fee management, accountability for investment results and transparent communication.
Our primary services are financial planning and investment management. We also offer investment advisory services to retirement plan providers and outsourced research services to other advisors. We build personalized financial plans and investment portfolios for individual investors. We offer outsourced investment management and retirement plan services to institutions seeking a fiduciary partner.
Our primary services are financial planning and investment management. We also offer investment advisory services to retirement plan providers and outsourced research services to other advisors. We build personalized financial plans and investment portfolios for individual investors. We offer outsourced investment management and retirement plan services to institutions seeking a fiduciary partner.
Services
We chose the name Entasis (en-tuh-sis) because we believe most investors pay premium fees for overly complex portfolios, creating the illusion of value. In architecture, entasis corrects for the illusion of concavity in a column.
It is the mission of our firm to use our decades of investment experience to develop low cost, understandable portfolios using our in-house research to correct for that illusion and increase potential return outcomes for clients.Bob J. Batchelor, CFA, CFP is Co-Founder and Chief Executive Officer of Entasis Asset Management.
It is the mission of our firm to use our decades of investment experience to develop low cost, understandable portfolios using our in-house research to correct for that illusion and increase potential return outcomes for clients.Bob J. Batchelor, CFA, CFP is Co-Founder and Chief Executive Officer of Entasis Asset Management.
We are a cost conscious investment advisor that offers financial planning and institutional quality investment management to individuals. We offer retirement planning and research and consulting services to institutions. It is our mission to collaborate with Clients to maximize the potential to meet their life goals.
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.
We offer a range of asset allocation and differentiated investment strategies for investors that do not have an interest in financial planning and prefer to limit the scope of engagement with us to investment management only. A list of our core investment strategies is outlined below.
Our asset allocation strategies are customized to each client's goals incorporating predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs and other various suitability factors.Individual strategies are based on our Core/Completion philosophy and rely on our investment manager selection process, our decision-making structure for investment vehicles and our equity and fixed income research.
Our asset allocation strategies are customized to each client's goals incorporating predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs and other various suitability factors.Individual strategies are based on our Core/Completion philosophy and rely on our investment manager selection process, our decision-making structure for investment vehicles and our equity and fixed income research.
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.
Reviews
Be the first to review Entasis Asset Management.
Write a Review