Entasis Asset Management

At Entasis Asset Management, we are dedicated to providing personalized financial planning and investment management services to individuals and institutions. Our mission is to achieve client goals with low-cost, understandable portfolios built on a foundation of our experience and institutional investment process.

Our Story

Entasis Asset Management was founded by investors who were frustrated with the traditional investment management approach. We believed that most investors were paying premium fees for overly complex portfolios, creating the illusion of value. Our name, Entasis, is inspired by the architectural concept that corrects for the illusion of concavity in a column. Similarly, our firm is committed to correcting the illusion of complexity in investment management by providing low-cost, transparent, and effective solutions.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our primary services include financial planning and investment management. We also provide investment advisory services to retirement plan providers and outsourced research services to other advisors. Our financial planning services help individuals and families create personalized plans to achieve their financial objectives. Our investment management services are designed to provide low-cost, diversified portfolios that are tailored to our clients' specific needs and risk tolerance.

Our Investment Process

Our investment process is built on a foundation of independent thought and rigorous research. We believe that investors deserve transparent and accountable investment management. That's why we conduct all of our research in-house, using our expertise and experience to develop investment strategies that are tailored to our clients' needs. We are committed to proactive fee management, ensuring that our clients receive the best possible value for their investment.

Our Beliefs

At Entasis Asset Management, we believe that investors deserve better. We believe that investment management should be transparent, accountable, and focused on achieving client goals. We believe that investors should have access to low-cost, effective investment solutions that are tailored to their specific needs. We are committed to delivering on these beliefs every day, providing our clients with the highest level of service and expertise.